+836.9%
HOOD vs ASX
+366.9%
+470.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.0% | -2.3% | -3.2% |
| 7D | -3.8% | +12.4% | -16.2% | -9.7% |
| 30D | -23.0% | -19.8% | -3.2% | -15.1% |
| 3M | -21.6% | -10.3% | -11.3% | -19.2% |
| 6M | +1.4% | +1.2% | +0.2% | -8.2% |
| YTD | -31.2% | +123.0% | -154.2% | -65.7% |
| 1Y | -35.9% | +145.4% | -181.4% | -70.4% |
| 3Y | +836.9% | +368.6% | +468.3% | +167.7% |
| All | +836.9% | +366.9% | +470.0% | +167.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling