+186.6%
MU vs HOOD
-40.0%
+226.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.4% |
| 7D | -15.2% | -5.1% | -10.1% | -13.5% |
| 30D | -29.5% | -25.4% | -4.1% | -23.4% |
| 3M | -15.8% | -14.0% | -1.8% | -12.7% |
| 6M | -2.9% | +5.6% | -8.5% | -5.5% |
| YTD | +154.2% | -28.1% | +182.3% | +173.1% |
| 1Y | +186.6% | -40.1% | +226.7% | +232.3% |
| All | +186.6% | -40.0% | +226.5% | +232.3% |
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