+131.0%
HOOD vs ASX
+503.8%
-372.7%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.0% | +0.2% | -1.5% |
| 7D | +3.8% | +22.1% | -18.3% | -7.9% |
| 30D | -26.4% | -23.8% | -2.6% | -15.6% |
| 3M | -14.3% | -7.6% | -6.7% | -13.2% |
| 6M | +3.9% | +6.9% | -3.0% | -10.4% |
| YTD | -28.1% | +127.7% | -155.7% | -64.9% |
| 1Y | -38.8% | +144.5% | -183.4% | -71.6% |
| 3Y | +888.5% | +377.8% | +510.7% | +172.3% |
| 5Y | +131.0% | +498.2% | -367.2% | -51.9% |
| All | +131.0% | +503.8% | -372.7% | -51.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling