+1,037.0%
HOOD vs IAU
+129.2%
+907.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.2% | -1.6% |
| 7D | +17.1% | -0.5% | +17.6% | +17.6% |
| 30D | +31.6% | +4.4% | +27.2% | +29.0% |
| 3M | +38.2% | -1.1% | +39.3% | +39.2% |
| 6M | +48.5% | -13.7% | +62.3% | +59.3% |
| YTD | +8.0% | +2.7% | +5.2% | +8.4% |
| 1Y | +18.7% | +24.6% | -6.0% | +11.4% |
| All | +1,037.0% | +129.2% | +907.8% | +694.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling