+150.4%
AAPL vs HOOD
+114.1%
+36.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.8% | +3.7% | +0.3% |
| 7D | +3.2% | +3.8% | -0.6% | +2.7% |
| 30D | +4.1% | -26.4% | +30.5% | +7.8% |
| 3M | +17.5% | -14.3% | +31.8% | +18.7% |
| 6M | +20.6% | +3.9% | +16.6% | +17.9% |
| YTD | +31.0% | -28.1% | +59.1% | +32.9% |
| 1Y | +30.2% | -38.8% | +69.0% | +34.5% |
| 3Y | +92.9% | +888.5% | -795.6% | +31.2% |
| 5Y | +142.4% | +131.0% | +11.4% | +66.9% |
| All | +150.4% | +114.1% | +36.3% | +72.7% |
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 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