+139.3%
HOOD vs AA
+13.3%
+126.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +5.8% | -2.8% | +0.7% |
| 7D | -0.6% | +4.8% | -5.4% | -2.3% |
| 30D | -23.6% | -0.6% | -22.9% | -23.3% |
| 3M | -10.7% | -16.3% | +5.6% | -4.7% |
| 6M | +8.2% | -33.4% | +41.6% | +23.8% |
| YTD | -26.3% | -20.7% | -5.6% | -22.8% |
| 1Y | -36.1% | +12.9% | -49.0% | -42.0% |
| 3Y | +950.7% | +75.7% | +875.0% | +696.6% |
| 5Y | +127.0% | -6.8% | +133.8% | +90.2% |
| All | +139.3% | +13.3% | +126.0% | +97.7% |
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