+109.0%
AAPL vs HOOD
+179.4%
-70.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.9% | +2.7% | -0.6% |
| 7D | -2.7% | +13.4% | -16.1% | -4.8% |
| 30D | +1.0% | +25.8% | -24.8% | -3.1% |
| 3M | +5.0% | +38.0% | -33.0% | -1.3% |
| 6M | +23.0% | +52.2% | -29.2% | +12.8% |
| YTD | +16.6% | +3.7% | +12.9% | +12.9% |
| 1Y | +33.4% | +0.1% | +33.4% | +28.2% |
| 3Y | +79.9% | +992.6% | -912.7% | +5.1% |
| 5Y | +109.0% | +193.0% | -84.0% | +29.6% |
| All | +109.0% | +179.4% | -70.4% | +29.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling