+29.9%
AAPL vs HOOD
-37.5%
+67.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.0% | +3.3% | +5.2% |
| 7D | +1.7% | -4.4% | +6.0% | +1.9% |
| 30D | +5.0% | -23.4% | +28.4% | +6.4% |
| 3M | +13.1% | -6.5% | +19.6% | +12.9% |
| 6M | +26.5% | +14.2% | +12.3% | +24.3% |
| YTD | +28.9% | -22.7% | +51.6% | +27.2% |
| 1Y | +29.9% | -36.1% | +66.0% | +29.0% |
| All | +29.9% | -37.5% | +67.4% | +29.0% |
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