+119.4%
GLD vs HOOD
+106.3%
+13.1%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -10.3% | +11.1% | +1.2% |
| 7D | +1.9% | -14.4% | +16.3% | +2.4% |
| 30D | -1.8% | -30.0% | +28.2% | -0.6% |
| 3M | -3.6% | -15.5% | +11.9% | -3.1% |
| 6M | -10.2% | +1.8% | -12.0% | -10.3% |
| YTD | -5.3% | -30.7% | +25.4% | -4.9% |
| 1Y | +2.5% | -45.0% | +47.4% | +3.1% |
| 3Y | +103.2% | +709.0% | -605.8% | +98.3% |
| 5Y | +121.1% | +111.8% | +9.3% | +114.7% |
| All | +119.4% | +106.3% | +13.1% | +113.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling