+237.0%
HOOD vs ACN
-38.8%
+275.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.1% | +0.2% | -1.7% |
| 7D | +13.4% | -4.8% | +18.2% | +16.6% |
| 30D | +25.8% | +1.9% | +23.9% | +24.8% |
| 3M | +38.0% | +3.9% | +34.1% | +32.0% |
| 6M | +52.2% | -15.0% | +67.2% | +64.6% |
| YTD | +3.7% | -31.9% | +35.6% | +29.7% |
| 1Y | +0.1% | -28.5% | +28.6% | +20.5% |
| 3Y | +992.6% | -41.9% | +1,034.5% | +1,374.8% |
| 5Y | +193.0% | -42.9% | +235.8% | +295.4% |
| All | +237.0% | -38.8% | +275.8% | +745.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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