+1,037.0%
HOOD vs AA
+75.5%
+961.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.1% | 0.0% | -1.1% |
| 7D | +17.1% | -0.7% | +17.8% | +17.5% |
| 30D | +31.6% | +5.0% | +26.6% | +28.6% |
| 3M | +38.2% | -35.8% | +74.1% | +67.4% |
| 6M | +48.5% | -18.4% | +66.9% | +55.9% |
| YTD | +8.0% | -5.5% | +13.4% | +4.1% |
| 1Y | +18.7% | +61.0% | -42.3% | -13.9% |
| All | +1,037.0% | +75.5% | +961.4% | +668.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling