+236.9%
MU vs HOOD
-36.9%
+273.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +4.0% | +7.9% | +10.6% |
| 7D | +2.0% | -3.2% | +5.3% | +3.5% |
| 30D | -18.0% | -22.6% | +4.6% | -11.8% |
| 3M | -6.6% | -10.4% | +3.8% | -4.3% |
| 6M | +2.0% | +4.7% | -2.7% | -0.4% |
| YTD | +184.5% | -25.2% | +209.7% | +201.5% |
| 1Y | +236.9% | -35.9% | +272.8% | +279.4% |
| All | +236.9% | -36.9% | +273.7% | +279.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HOOD.
Daily Out/Under-Performance
Portfolio return minus HOOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HOOD 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 1y: compounded portfolio wealth divided by compounded HOOD 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…
1y analysis · Full analysis span regression · 6 months rolling