+193.0%
HOOD vs AAL
-33.9%
+226.9%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.7% | -2.2% | -3.0% |
| 7D | +13.4% | -0.3% | +13.7% | +13.5% |
| 30D | +25.8% | -19.0% | +44.8% | +40.7% |
| 3M | +38.0% | -5.1% | +43.1% | +38.7% |
| 6M | +52.2% | +15.5% | +36.7% | +35.9% |
| YTD | +3.7% | -15.8% | +19.5% | +9.5% |
| 1Y | +0.1% | -0.3% | +0.4% | -4.3% |
| 3Y | +992.6% | -7.7% | +1,000.2% | +887.0% |
| 5Y | +193.0% | -32.5% | +225.5% | +201.0% |
| All | +193.0% | -33.9% | +226.9% | +201.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling