+250.7%
HOOD vs TRV
+176.1%
+74.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.8% | -1.9% |
| 7D | +17.1% | -0.1% | +17.3% | +17.2% |
| 30D | +31.6% | -3.4% | +35.0% | +32.3% |
| 3M | +38.2% | +26.4% | +11.8% | +31.5% |
| 6M | +48.5% | +19.3% | +29.2% | +43.1% |
| YTD | +8.0% | +28.3% | -20.4% | +2.1% |
| 1Y | +18.7% | +34.3% | -15.6% | +10.7% |
| 3Y | +999.1% | +140.1% | +859.0% | +818.6% |
| 5Y | +181.7% | +155.7% | +26.0% | +119.0% |
| All | +250.7% | +176.1% | +74.6% | +296.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling