+132.4%
HOOD vs ASX
+383.7%
-251.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +6.4% | -3.2% | -0.6% |
| 7D | -4.8% | -19.9% | +15.1% | +7.3% |
| 30D | -26.1% | -30.9% | +4.8% | -9.9% |
| 3M | -10.8% | -15.1% | +4.3% | -4.9% |
| 6M | +2.4% | -6.5% | +8.8% | -4.4% |
| YTD | -28.5% | +98.4% | -126.9% | -62.1% |
| 1Y | -36.3% | +107.9% | -144.2% | -67.4% |
| 3Y | +743.7% | +325.3% | +418.4% | +147.7% |
| 5Y | +118.6% | +447.3% | -328.7% | -50.1% |
| All | +132.4% | +383.7% | -251.4% | -40.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling