+179.3%
HOOD vs TRV
+154.4%
+24.8%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -1.8% |
| 7D | +7.7% | +0.2% | +7.6% | +7.8% |
| 30D | +22.0% | -2.3% | +24.3% | +22.5% |
| 3M | +37.6% | +22.7% | +14.9% | +31.5% |
| 6M | +45.3% | +21.9% | +23.3% | +38.9% |
| YTD | +1.9% | +27.5% | -25.5% | -3.8% |
| 1Y | -2.7% | +36.2% | -39.0% | -10.1% |
| 3Y | +973.4% | +140.6% | +832.8% | +781.7% |
| 5Y | +179.3% | +154.5% | +24.7% | +113.3% |
| All | +179.3% | +154.4% | +24.8% | +113.3% |
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