+179.3%
HOOD vs TRU
-36.4%
+215.7%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.2% |
| 7D | +7.7% | -6.5% | +14.2% | +12.8% |
| 30D | +22.0% | -2.5% | +24.5% | +24.0% |
| 3M | +37.6% | +10.4% | +27.3% | +25.7% |
| 6M | +45.3% | +1.6% | +43.6% | +39.6% |
| YTD | +1.9% | -9.7% | +11.6% | +5.3% |
| 1Y | -2.7% | -17.3% | +14.5% | +5.5% |
| 3Y | +973.4% | -1.8% | +975.2% | +931.9% |
| 5Y | +179.3% | -36.2% | +215.5% | +297.2% |
| All | +179.3% | -36.4% | +215.7% | +297.2% |
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