+147.5%
HOOD vs TRU
-25.4%
+172.9%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.1% | +4.0% |
| 7D | -3.2% | 0.0% | -3.2% | -3.3% |
| 30D | -22.6% | +24.3% | -46.8% | -33.7% |
| 3M | -10.4% | +2.3% | -12.7% | -13.1% |
| 6M | +4.7% | +17.7% | -13.0% | -10.0% |
| YTD | -25.2% | -3.8% | -21.4% | -27.1% |
| 1Y | -35.9% | -0.3% | -35.6% | -39.3% |
| 3Y | +927.7% | +58.4% | +869.3% | +610.4% |
| 5Y | +147.5% | -24.0% | +171.5% | +204.0% |
| All | +147.5% | -25.4% | +172.9% | +204.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling