+49.3%
AMZN vs HOOD
+126.7%
-77.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.0% | 0.0% | +2.3% |
| 7D | +8.7% | -0.6% | +9.3% | +8.7% |
| 30D | +1.7% | -23.6% | +25.3% | +7.8% |
| 3M | -2.8% | -10.7% | +7.9% | -1.7% |
| 6M | -2.1% | +8.2% | -10.3% | -6.7% |
| YTD | +15.6% | -26.3% | +42.0% | +18.5% |
| 1Y | +9.2% | -36.1% | +45.3% | +15.0% |
| 3Y | +89.9% | +950.7% | -860.8% | -14.6% |
| 5Y | +49.3% | +127.0% | -77.7% | -16.8% |
| All | +49.3% | +126.7% | -77.4% | -16.8% |
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