+1,362.4%
MU vs HOOD
+1,010.1%
+352.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.1% | +8.2% | +6.7% |
| 7D | +9.0% | +17.1% | -8.1% | +3.2% |
| 30D | +13.8% | +31.6% | -17.8% | +3.2% |
| 3M | +2.1% | +38.2% | -36.2% | -9.2% |
| 6M | +153.8% | +48.5% | +105.3% | +116.6% |
| YTD | +256.4% | +8.0% | +248.4% | +231.8% |
| 1Y | +719.8% | +18.7% | +701.1% | +626.9% |
| All | +1,362.4% | +1,010.1% | +352.4% | +609.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling