-36.1%
HOOD vs IAU
+2.6%
-38.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.7% | -1.6% | -1.2% |
| 7D | -4.4% | -0.3% | -4.1% | -4.1% |
| 30D | -23.4% | -1.9% | -21.5% | -22.0% |
| 3M | -6.5% | -0.4% | -6.1% | -4.8% |
| 6M | +14.2% | -10.1% | +24.3% | +25.4% |
| YTD | -22.7% | -5.9% | -16.8% | -22.3% |
| 1Y | -36.1% | +2.9% | -39.0% | -48.5% |
| All | -36.1% | +2.6% | -38.7% | -48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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