+1,252.5%
MU vs HOOD
+221.3%
+1,031.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.1% | +8.2% | +6.6% |
| 7D | +9.0% | +17.1% | -8.1% | +4.1% |
| 30D | +13.8% | +31.6% | -17.8% | +5.0% |
| 3M | +2.1% | +38.2% | -36.2% | -7.4% |
| 6M | +153.8% | +48.5% | +105.3% | +123.0% |
| YTD | +256.4% | +8.0% | +248.4% | +235.4% |
| 1Y | +719.8% | +18.7% | +701.1% | +645.3% |
| 3Y | +1,360.4% | +999.1% | +361.3% | +656.9% |
| 5Y | +1,312.4% | +181.7% | +1,130.7% | +675.0% |
| All | +1,252.5% | +221.3% | +1,031.2% | +621.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling