+992.6%
HOOD vs TRU
-1.9%
+994.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.8% | -1.1% | -2.3% |
| 7D | +13.4% | -7.2% | +20.6% | +18.4% |
| 30D | +25.8% | -2.8% | +28.6% | +27.8% |
| 3M | +38.0% | +13.0% | +25.0% | +26.0% |
| 6M | +52.2% | +0.7% | +51.5% | +48.4% |
| YTD | +3.7% | -9.0% | +12.7% | +6.7% |
| 1Y | +0.1% | -16.3% | +16.4% | +7.3% |
| 3Y | +992.6% | -1.1% | +993.6% | +1,047.1% |
| All | +992.6% | -1.9% | +994.4% | +1,047.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling