+150.7%
AAPL vs HOOD
+122.6%
+28.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.0% | -2.0% | +1.5% |
| 7D | +1.8% | -3.2% | +5.0% | +2.1% |
| 30D | +4.3% | -22.6% | +26.9% | +7.4% |
| 3M | +16.6% | -10.4% | +27.0% | +17.2% |
| 6M | +21.6% | +4.7% | +16.9% | +18.8% |
| YTD | +31.2% | -25.2% | +56.4% | +32.5% |
| 1Y | +29.6% | -35.9% | +65.4% | +33.0% |
| 3Y | +93.1% | +927.7% | -834.6% | +30.8% |
| 5Y | +146.2% | +147.5% | -1.3% | +68.7% |
| All | +150.7% | +122.6% | +28.1% | +72.1% |
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