+131.0%
HOOD vs AEE
+56.1%
+75.0%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.2% | -4.0% | -3.9% |
| 7D | +3.8% | +0.6% | +3.1% | +3.7% |
| 30D | -26.4% | +8.8% | -35.2% | -27.5% |
| 3M | -14.3% | +5.1% | -19.3% | -15.1% |
| 6M | +3.9% | +5.2% | -1.2% | +2.4% |
| YTD | -28.1% | +16.1% | -44.1% | -31.4% |
| 1Y | -38.8% | +10.4% | -49.3% | -40.7% |
| 3Y | +888.5% | +63.1% | +825.3% | +736.3% |
| 5Y | +131.0% | +55.6% | +75.5% | +100.4% |
| All | +131.0% | +56.1% | +75.0% | +100.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling