+179.3%
HOOD vs AU
+688.4%
-509.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.4% | -1.9% |
| 7D | +7.7% | +0.6% | +7.1% | +7.7% |
| 30D | +22.0% | +12.3% | +9.7% | +18.8% |
| 3M | +37.6% | +29.4% | +8.3% | +28.9% |
| 6M | +45.3% | +3.2% | +42.1% | +42.8% |
| YTD | +1.9% | +31.8% | -29.9% | -5.6% |
| 1Y | -2.7% | +83.4% | -86.1% | -16.3% |
| 3Y | +973.4% | +623.1% | +350.3% | +583.6% |
| 5Y | +179.3% | +700.5% | -521.2% | +72.9% |
| All | +179.3% | +688.4% | -509.2% | +72.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling