+122.3%
AAPL vs HOOD
+203.4%
-81.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | -0.1% |
| 7D | -3.0% | +7.7% | -10.7% | -4.0% |
| 30D | +2.3% | +22.0% | -19.7% | -0.7% |
| 3M | +8.6% | +37.6% | -29.0% | +3.4% |
| 6M | +21.6% | +45.3% | -23.7% | +14.0% |
| YTD | +16.3% | +1.9% | +14.4% | +13.5% |
| 1Y | +35.1% | -2.7% | +37.8% | +31.3% |
| 3Y | +79.4% | +973.4% | -894.0% | +21.1% |
| 5Y | +109.8% | +179.3% | -69.4% | +38.9% |
| All | +122.3% | +203.4% | -81.0% | +47.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling