+133.6%
HOOD vs AEE
+57.0%
+76.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.2% | -4.0% | -3.8% |
| 7D | +3.8% | +0.6% | +3.1% | +3.7% |
| 30D | -26.4% | +8.8% | -35.2% | -27.3% |
| 3M | -14.3% | +5.1% | -19.3% | -15.0% |
| 6M | +3.9% | +5.2% | -1.2% | +2.7% |
| YTD | -28.1% | +16.1% | -44.1% | -30.9% |
| 1Y | -38.8% | +10.4% | -49.3% | -40.4% |
| 3Y | +888.5% | +63.1% | +825.3% | +762.8% |
| 5Y | +131.0% | +55.6% | +75.5% | +116.6% |
| All | +133.6% | +57.0% | +76.7% | +146.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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