+177.3%
HOOD vs AUR
-35.1%
+212.3%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -1.2% |
| 7D | -7.8% | +1.4% | -9.2% | -8.3% |
| 30D | +18.6% | -6.4% | +25.0% | +21.1% |
| 3M | +22.1% | +7.7% | +14.3% | +18.2% |
| 6M | +43.1% | +44.5% | -1.4% | +24.3% |
| YTD | -0.5% | +67.4% | -67.9% | -17.8% |
| 1Y | -4.4% | +15.4% | -19.8% | -11.1% |
| 3Y | +938.5% | +94.8% | +843.6% | +617.3% |
| All | +177.3% | -35.1% | +212.3% | +114.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling