+30.2%
AAPL vs HOOD
-39.0%
+69.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.8% | +3.7% | +0.1% |
| 7D | +3.2% | +3.8% | -0.6% | +3.0% |
| 30D | +4.1% | -26.4% | +30.5% | +5.8% |
| 3M | +17.5% | -14.3% | +31.8% | +17.9% |
| 6M | +20.6% | +3.9% | +16.6% | +19.0% |
| YTD | +31.0% | -28.1% | +59.1% | +29.9% |
| 1Y | +30.2% | -38.8% | +69.0% | +30.1% |
| All | +30.2% | -39.0% | +69.2% | +30.1% |
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 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