+0.1%
HOOD vs IAU
+20.0%
-19.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.7% | -2.2% | -2.6% |
| 7D | +13.4% | +0.7% | +12.6% | +13.1% |
| 30D | +25.8% | +0.3% | +25.4% | +26.3% |
| 3M | +38.0% | +0.7% | +37.3% | +37.7% |
| 6M | +52.2% | -15.5% | +67.7% | +68.7% |
| YTD | +3.7% | +1.0% | +2.8% | +4.3% |
| 1Y | +0.1% | +19.6% | -19.5% | -8.7% |
| All | +0.1% | +20.0% | -19.9% | -8.7% |
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