+225.5%
HOOD vs TRU
-33.2%
+258.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.6% |
| 7D | -9.1% | -9.4% | +0.3% | -3.2% |
| 30D | +20.1% | -4.1% | +24.2% | +23.4% |
| 3M | +31.2% | +13.6% | +17.6% | +17.9% |
| 6M | +44.3% | +3.6% | +40.7% | +37.0% |
| YTD | +0.2% | -9.8% | +10.0% | +3.6% |
| 1Y | -3.5% | -13.6% | +10.1% | +1.4% |
| 3Y | +955.2% | -2.0% | +957.2% | +919.0% |
| 5Y | +175.3% | -35.8% | +211.1% | +164.7% |
| All | +225.5% | -33.2% | +258.7% | +283.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling