+1,315.7%
MU vs HOOD
+181.8%
+1,133.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.1% | +8.2% | +6.7% |
| 7D | +9.0% | +17.1% | -8.1% | +3.4% |
| 30D | +13.8% | +31.6% | -17.8% | +3.7% |
| 3M | +2.1% | +38.2% | -36.2% | -8.8% |
| 6M | +153.8% | +48.5% | +105.3% | +118.3% |
| YTD | +256.4% | +8.0% | +248.4% | +232.1% |
| 1Y | +719.8% | +18.7% | +701.1% | +631.9% |
| 3Y | +1,360.4% | +999.1% | +361.3% | +547.6% |
| All | +1,315.7% | +181.8% | +1,133.9% | +628.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling