+29.6%
AAPL vs HOOD
-36.9%
+66.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.0% | -2.0% | +1.8% |
| 7D | +1.8% | -3.2% | +5.0% | +1.9% |
| 30D | +4.3% | -22.6% | +26.9% | +5.7% |
| 3M | +16.6% | -10.4% | +27.0% | +16.7% |
| 6M | +21.6% | +4.7% | +16.9% | +20.0% |
| YTD | +31.2% | -25.2% | +56.4% | +29.7% |
| 1Y | +29.6% | -35.9% | +65.4% | +29.0% |
| All | +29.6% | -36.9% | +66.4% | +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