+237.0%
HOOD vs ACI
-11.7%
+248.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.3% | -0.6% | -3.7% |
| 7D | +13.4% | -2.6% | +15.9% | +13.6% |
| 30D | +25.8% | +1.1% | +24.7% | +25.7% |
| 3M | +38.0% | -23.6% | +61.6% | +39.7% |
| 6M | +52.2% | -29.9% | +82.2% | +55.1% |
| YTD | +3.7% | -26.9% | +30.6% | +5.0% |
| 1Y | +0.1% | -34.2% | +34.3% | +2.5% |
| 3Y | +992.6% | -43.6% | +1,036.2% | +1,029.3% |
| 5Y | +193.0% | -42.4% | +235.4% | +199.0% |
| All | +237.0% | -11.7% | +248.7% | +296.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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