+123.6%
HOOD vs AAL
-39.5%
+163.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.1% | -3.2% | -3.7% |
| 7D | -3.8% | -0.1% | -3.7% | -3.8% |
| 30D | -23.0% | +11.7% | -34.7% | -27.3% |
| 3M | -21.6% | -12.5% | -9.1% | -16.1% |
| 6M | +1.4% | +3.6% | -2.2% | -3.2% |
| YTD | -31.2% | -14.1% | -17.1% | -28.3% |
| 1Y | -35.9% | +0.8% | -36.7% | -38.6% |
| 3Y | +836.9% | +11.8% | +825.1% | +675.6% |
| 5Y | +121.1% | -35.1% | +156.2% | +109.8% |
| All | +123.6% | -39.5% | +163.1% | +98.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 AAL 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