+250.7%
HOOD vs ASX
+473.7%
-223.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.2% |
| 7D | +17.1% | -0.7% | +17.8% | +17.6% |
| 30D | +31.6% | +2.0% | +29.6% | +29.8% |
| 3M | +38.2% | -1.3% | +39.6% | +33.4% |
| 6M | +48.5% | +71.4% | -22.9% | -5.5% |
| YTD | +8.0% | +135.3% | -127.4% | -46.7% |
| 1Y | +18.7% | +267.5% | -248.8% | -57.9% |
| 3Y | +999.1% | +388.5% | +610.6% | +206.9% |
| 5Y | +181.7% | +417.1% | -235.4% | -23.7% |
| All | +250.7% | +473.7% | -223.0% | -16.3% |
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