+250.7%
HOOD vs AA
+35.0%
+215.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.1% | 0.0% | -1.3% |
| 7D | +17.1% | -0.7% | +17.8% | +17.4% |
| 30D | +31.6% | +5.0% | +26.6% | +29.1% |
| 3M | +38.2% | -35.8% | +74.1% | +62.3% |
| 6M | +48.5% | -18.4% | +66.9% | +55.6% |
| YTD | +8.0% | -5.5% | +13.4% | +6.0% |
| 1Y | +18.7% | +61.0% | -42.3% | -6.2% |
| 3Y | +999.1% | +66.2% | +932.9% | +733.1% |
| 5Y | +181.7% | +11.4% | +170.3% | +120.2% |
| All | +250.7% | +35.0% | +215.6% | +171.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling