+40.2%
AMZN vs HOOD
+203.4%
-163.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.8% | 0.0% | -1.4% |
| 7D | -1.0% | +7.7% | -8.8% | -2.6% |
| 30D | -9.2% | +22.0% | -31.2% | -13.2% |
| 3M | +3.4% | +37.6% | -34.3% | -4.1% |
| 6M | +18.2% | +45.3% | -27.1% | +7.4% |
| YTD | +9.3% | +1.9% | +7.4% | +5.4% |
| 1Y | +5.9% | -2.7% | +8.7% | +2.1% |
| 3Y | +82.6% | +973.4% | -890.8% | +3.2% |
| 5Y | +44.9% | +179.3% | -134.4% | -18.7% |
| All | +40.2% | +203.4% | -163.1% | -21.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling