+43.6%
AMZN vs HOOD
+221.3%
-177.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | +0.2% |
| 7D | -3.0% | +17.1% | -20.1% | -6.1% |
| 30D | -5.2% | +31.6% | -36.8% | -10.7% |
| 3M | +1.9% | +38.2% | -36.4% | -5.5% |
| 6M | +19.2% | +48.5% | -29.3% | +7.9% |
| YTD | +12.0% | +8.0% | +4.0% | +6.8% |
| 1Y | +9.7% | +18.7% | -9.0% | +1.4% |
| 3Y | +87.2% | +999.1% | -911.9% | +5.3% |
| 5Y | +48.7% | +181.7% | -133.0% | -17.5% |
| All | +43.6% | +221.3% | -177.7% | -20.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling