+231.1%
HOOD vs AA
+37.1%
+194.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.0% | +0.2% | -1.0% |
| 7D | +7.7% | -0.6% | +8.4% | +7.9% |
| 30D | +22.0% | -1.6% | +23.5% | +22.6% |
| 3M | +37.6% | -29.8% | +67.4% | +55.8% |
| 6M | +45.3% | -16.6% | +61.9% | +50.8% |
| YTD | +1.9% | -4.0% | +6.0% | -0.6% |
| 1Y | -2.7% | +63.5% | -66.2% | -23.6% |
| 3Y | +973.4% | +86.8% | +886.6% | +684.1% |
| 5Y | +179.3% | +12.4% | +166.9% | +117.1% |
| All | +231.1% | +37.1% | +194.0% | +154.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 10y: compounded portfolio wealth divided by compounded AA 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…
10y analysis · Full analysis span regression · 6 months rolling