+237.0%
HOOD vs ADI
+140.6%
+96.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.3% | -4.2% | -4.1% |
| 7D | +13.4% | +2.4% | +10.9% | +11.2% |
| 30D | +25.8% | -6.6% | +32.4% | +32.8% |
| 3M | +38.0% | -9.8% | +47.8% | +47.2% |
| 6M | +52.2% | +15.7% | +36.5% | +27.2% |
| YTD | +3.7% | +35.1% | -31.4% | -26.1% |
| 1Y | +0.1% | +47.7% | -47.6% | -34.3% |
| 3Y | +992.6% | +114.5% | +878.1% | +374.4% |
| 5Y | +193.0% | +141.2% | +51.7% | -3.5% |
| All | +237.0% | +140.6% | +96.4% | +17.9% |
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