+109.7%
GLD vs HOOD
+142.9%
-33.2%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.0% | -5.1% | -1.3% |
| 7D | -2.0% | -3.2% | +1.3% | -1.9% |
| 30D | -4.4% | -22.6% | +18.1% | -3.5% |
| 3M | -8.9% | -10.4% | +1.5% | -8.6% |
| 6M | -16.0% | +4.7% | -20.7% | -16.2% |
| YTD | -7.9% | -25.2% | +17.4% | -7.7% |
| 1Y | -3.9% | -35.9% | +32.0% | -3.5% |
| 3Y | +103.4% | +927.7% | -824.3% | +94.4% |
| 5Y | +109.7% | +147.5% | -37.8% | +99.3% |
| All | +109.7% | +142.9% | -33.2% | +99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HOOD.
Daily Out/Under-Performance
Portfolio return minus HOOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HOOD 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 HOOD 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