+18.7%
HOOD vs ASX
+272.9%
-254.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.2% |
| 7D | +17.1% | -0.7% | +17.8% | +17.4% |
| 30D | +31.6% | +2.0% | +29.6% | +30.6% |
| 3M | +38.2% | -1.3% | +39.6% | +35.6% |
| 6M | +48.5% | +71.4% | -22.9% | +3.0% |
| YTD | +8.0% | +135.3% | -127.4% | -42.3% |
| 1Y | +18.7% | +267.5% | -248.8% | -55.1% |
| All | +18.7% | +272.9% | -254.2% | -55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 1y: compounded portfolio wealth divided by compounded ASX 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…
1y analysis · Full analysis span regression · 6 months rolling