+117.1%
AMAT vs HOOD
+111.9%
+5.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -10.3% | -3.3% | -10.8% |
| 7D | -24.3% | -14.4% | -9.9% | -20.9% |
| 30D | -39.8% | -30.0% | -9.8% | -33.8% |
| 3M | -40.2% | -15.5% | -24.7% | -38.1% |
| 6M | -22.1% | +1.8% | -23.9% | -24.4% |
| YTD | +24.7% | -30.7% | +55.4% | +31.6% |
| 1Y | +33.3% | -45.0% | +78.2% | +48.7% |
| 3Y | +133.9% | +709.0% | -575.1% | +11.2% |
| 5Y | +117.1% | +111.8% | +5.3% | +15.8% |
| All | +117.1% | +111.9% | +5.2% | +15.8% |
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