+132.4%
HOOD vs AA
+7.1%
+125.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.9% | +0.3% | +2.1% |
| 7D | -4.8% | +0.9% | -5.7% | -5.0% |
| 30D | -26.1% | -6.7% | -19.4% | -24.0% |
| 3M | -10.8% | -16.3% | +5.5% | -4.7% |
| 6M | +2.4% | -37.1% | +39.5% | +19.8% |
| YTD | -28.5% | -25.0% | -3.4% | -23.4% |
| 1Y | -36.3% | +8.6% | -44.9% | -41.3% |
| 3Y | +743.7% | +57.2% | +686.5% | +565.0% |
| 5Y | +118.6% | -13.0% | +131.6% | +87.8% |
| All | +132.4% | +7.1% | +125.2% | +96.2% |
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