+133.6%
HOOD vs ADI
+171.2%
-37.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.1% | -3.9% | -3.9% |
| 7D | +3.8% | +13.4% | -9.6% | -6.2% |
| 30D | -26.4% | -1.3% | -25.1% | -25.8% |
| 3M | -14.3% | +6.8% | -21.1% | -19.1% |
| 6M | +3.9% | -1.9% | +5.8% | +1.7% |
| YTD | -28.1% | +52.3% | -80.3% | -53.7% |
| 1Y | -38.8% | +71.6% | -110.5% | -64.7% |
| 3Y | +888.5% | +148.9% | +739.6% | +276.9% |
| 5Y | +131.0% | +140.8% | -9.7% | -6.9% |
| All | +133.6% | +171.2% | -37.5% | -26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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