+133.6%
HOOD vs ADI
+160.6%
-27.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.0% | -2.1% |
| 7D | -5.1% | -6.3% | +1.2% | -0.4% |
| 30D | -25.4% | -3.2% | -22.2% | -23.7% |
| 3M | -14.0% | +2.8% | -16.7% | -16.3% |
| 6M | +5.6% | -5.0% | +10.6% | +5.9% |
| YTD | -28.1% | +46.3% | -74.4% | -52.2% |
| 1Y | -40.1% | +71.6% | -111.8% | -65.6% |
| 3Y | +888.2% | +139.2% | +749.0% | +288.8% |
| 5Y | +135.8% | +136.4% | -0.6% | -5.7% |
| All | +133.6% | +160.6% | -27.0% | -23.7% |
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