+223.3%
HOOD vs AU
+493.5%
-270.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.8% |
| 7D | -7.8% | -4.3% | -3.5% | -6.8% |
| 30D | +18.6% | +7.3% | +11.3% | +16.9% |
| 3M | +22.1% | +26.3% | -4.3% | +15.4% |
| 6M | +43.1% | +1.8% | +41.3% | +41.3% |
| YTD | -0.5% | +26.8% | -27.3% | -6.6% |
| 1Y | -4.4% | +66.7% | -71.1% | -15.5% |
| 3Y | +938.5% | +579.1% | +359.4% | +585.4% |
| 5Y | +173.4% | +689.3% | -515.9% | +72.4% |
| All | +223.3% | +493.5% | -270.2% | +109.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 10y: compounded portfolio wealth divided by compounded AU 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…
10y analysis · Full analysis span regression · 6 months rolling