-3.5%
HOOD vs TRV
+38.0%
-41.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.2% | -1.5% |
| 7D | -9.1% | -1.5% | -7.7% | -9.7% |
| 30D | +20.1% | -1.8% | +21.9% | +19.2% |
| 3M | +31.2% | +21.6% | +9.7% | +43.2% |
| 6M | +44.3% | +22.5% | +21.9% | +58.5% |
| YTD | +0.2% | +28.1% | -27.9% | +13.2% |
| 1Y | -3.5% | +37.0% | -40.5% | +12.7% |
| All | -3.5% | +38.0% | -41.5% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded TRV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling