+48.6%
AMZN vs HOOD
+114.1%
-65.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.8% | +4.3% | +1.2% |
| 7D | +2.8% | +3.8% | -1.0% | +2.0% |
| 30D | +3.4% | -26.4% | +29.8% | +9.2% |
| 3M | +0.1% | -14.3% | +14.3% | +1.8% |
| 6M | +0.6% | +3.9% | -3.3% | -2.4% |
| YTD | +15.9% | -28.1% | +43.9% | +18.8% |
| 1Y | +9.5% | -38.8% | +48.3% | +15.3% |
| 3Y | +86.3% | +888.5% | -802.2% | +6.8% |
| 5Y | +51.7% | +131.0% | -79.3% | -9.6% |
| All | +48.6% | +114.1% | -65.5% | -11.6% |
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 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