-36.1%
HOOD vs AUR
-17.4%
-18.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -4.4% | +6.5% | +4.1% |
| 7D | -4.4% | -19.8% | +15.4% | +5.4% |
| 30D | -23.4% | -29.0% | +5.6% | -10.6% |
| 3M | -6.5% | -43.6% | +37.0% | +20.6% |
| 6M | +14.2% | -36.6% | +50.8% | +33.5% |
| YTD | -22.7% | +6.3% | -29.0% | -39.1% |
| 1Y | -36.1% | -9.0% | -27.1% | -43.3% |
| All | -36.1% | -17.4% | -18.7% | -43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 1y: compounded portfolio wealth divided by compounded AUR 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…
1y analysis · Full analysis span regression · 6 months rolling