+446.0%
APP vs HOOD
+106.3%
+339.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -10.3% | +41.4% | +35.4% |
| 7D | +39.7% | -14.4% | +54.1% | +47.8% |
| 30D | +27.7% | -30.0% | +57.7% | +47.1% |
| 3M | -14.8% | -15.5% | +0.8% | -11.8% |
| 6M | -25.5% | +1.8% | -27.3% | -30.6% |
| YTD | -47.2% | -30.7% | -16.5% | -42.1% |
| 1Y | -42.3% | -45.0% | +2.7% | -30.9% |
| 3Y | +806.8% | +709.0% | +97.8% | +247.7% |
| 5Y | +261.6% | +111.8% | +149.8% | +49.8% |
| All | +446.0% | +106.3% | +339.7% | +127.9% |
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