+333.0%
APP vs HOOD
+181.8%
+151.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.1% | +4.3% | +3.3% |
| 7D | +0.9% | +17.1% | -16.2% | -8.3% |
| 30D | -23.3% | +31.6% | -54.9% | -35.2% |
| 3M | -42.6% | +38.2% | -80.9% | -53.7% |
| 6M | -33.6% | +48.5% | -82.1% | -49.6% |
| YTD | -52.4% | +8.0% | -60.4% | -57.1% |
| 1Y | -35.9% | +18.7% | -54.5% | -46.8% |
| 3Y | +642.2% | +999.1% | -356.9% | +70.2% |
| All | +333.0% | +181.8% | +151.1% | +33.7% |
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