+250.7%
HOOD vs TRU
-30.7%
+281.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.9% | +3.8% | +1.7% |
| 7D | +17.1% | -6.8% | +23.9% | +22.6% |
| 30D | +31.6% | 0.0% | +31.5% | +31.5% |
| 3M | +38.2% | +13.3% | +24.9% | +24.2% |
| 6M | +48.5% | +3.4% | +45.1% | +41.3% |
| YTD | +8.0% | -6.4% | +14.3% | +8.9% |
| 1Y | +18.7% | -9.7% | +28.4% | +21.2% |
| 3Y | +999.1% | +0.1% | +999.0% | +949.0% |
| 5Y | +181.7% | -34.0% | +215.7% | +151.6% |
| All | +250.7% | -30.7% | +281.4% | +303.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling