+131.0%
HOOD vs TRV
+180.6%
-49.6%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.9% | -4.8% | -4.0% |
| 7D | +3.8% | +0.1% | +3.7% | +3.7% |
| 30D | -26.4% | +8.0% | -34.4% | -27.3% |
| 3M | -14.3% | +9.3% | -23.6% | -15.5% |
| 6M | +3.9% | +36.2% | -32.3% | -2.3% |
| YTD | -28.1% | +40.6% | -68.6% | -33.0% |
| 1Y | -38.8% | +43.1% | -81.9% | -43.3% |
| 3Y | +888.5% | +149.6% | +738.8% | +718.5% |
| 5Y | +131.0% | +181.6% | -50.6% | +76.8% |
| All | +131.0% | +180.6% | -49.6% | +76.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling