+125.6%
AAPL vs HOOD
+221.3%
-95.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.1% | -0.4% | -2.2% |
| 7D | +0.1% | +17.1% | -17.0% | -2.0% |
| 30D | +3.0% | +31.6% | -28.6% | -1.0% |
| 3M | +2.9% | +38.2% | -35.3% | -2.2% |
| 6M | +22.1% | +48.5% | -26.4% | +14.2% |
| YTD | +18.0% | +8.0% | +10.1% | +14.3% |
| 1Y | +33.9% | +18.7% | +15.3% | +26.5% |
| 3Y | +71.2% | +999.1% | -927.9% | +15.2% |
| 5Y | +112.6% | +181.7% | -69.1% | +39.7% |
| All | +125.6% | +221.3% | -95.8% | +48.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling