+147.1%
AMAT vs HOOD
+119.3%
+27.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.3% | +1.5% | -1.6% |
| 7D | +11.4% | -3.8% | +15.1% | +12.6% |
| 30D | -17.0% | -23.0% | +5.9% | -10.8% |
| 3M | -30.6% | -21.6% | -9.0% | -26.6% |
| 6M | -14.9% | +1.4% | -16.4% | -17.2% |
| YTD | +44.7% | -31.2% | +75.8% | +53.2% |
| 1Y | +66.9% | -35.9% | +102.8% | +79.3% |
| 3Y | +153.3% | +836.9% | -683.6% | +16.1% |
| All | +147.1% | +119.3% | +27.8% | +35.6% |
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