-36.1%
HOOD vs TRU
+2.1%
-38.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.6% | -2.5% | +0.5% |
| 7D | -4.4% | +10.5% | -14.9% | -7.6% |
| 30D | -23.4% | +28.7% | -52.1% | -30.5% |
| 3M | -6.5% | +0.7% | -7.2% | -7.1% |
| 6M | +14.2% | +19.3% | -5.1% | +4.5% |
| YTD | -22.7% | -3.7% | -19.0% | -24.8% |
| 1Y | -36.1% | +3.4% | -39.5% | -40.0% |
| All | -36.1% | +2.1% | -38.2% | -40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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