+179.3%
HOOD vs AEE
+39.2%
+140.1%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.3% | -1.7% |
| 7D | +7.7% | +1.1% | +6.7% | +7.5% |
| 30D | +22.0% | 0.0% | +22.0% | +21.8% |
| 3M | +37.6% | -0.9% | +38.5% | +37.2% |
| 6M | +45.3% | -2.4% | +47.7% | +45.1% |
| YTD | +1.9% | +8.6% | -6.7% | -1.5% |
| 1Y | -2.7% | +10.2% | -12.9% | -6.5% |
| 3Y | +973.4% | +47.8% | +925.5% | +835.5% |
| 5Y | +179.3% | +40.1% | +139.2% | +155.7% |
| All | +179.3% | +39.2% | +140.1% | +155.7% |
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