+45.8%
AMZN vs HOOD
+179.4%
-133.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.9% | +3.3% | +0.3% |
| 7D | +0.8% | +13.4% | -12.6% | -2.3% |
| 30D | -6.4% | +25.8% | -32.2% | -12.0% |
| 3M | +4.8% | +38.0% | -33.2% | -4.3% |
| 6M | +20.5% | +52.2% | -31.7% | +6.0% |
| YTD | +11.3% | +3.7% | +7.6% | +6.1% |
| 1Y | +9.0% | +0.1% | +8.9% | +3.3% |
| 3Y | +85.9% | +992.6% | -906.7% | -14.2% |
| 5Y | +45.8% | +193.0% | -147.2% | -25.8% |
| All | +45.8% | +179.4% | -133.6% | -25.8% |
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