+250.7%
HOOD vs AEE
+46.2%
+204.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.1% | -2.1% |
| 7D | +17.1% | +0.3% | +16.8% | +17.1% |
| 30D | +31.6% | -2.3% | +33.9% | +32.0% |
| 3M | +38.2% | +0.2% | +38.0% | +37.4% |
| 6M | +48.5% | -4.7% | +53.3% | +49.2% |
| YTD | +8.0% | +8.1% | -0.1% | +4.9% |
| 1Y | +18.7% | +8.5% | +10.1% | +15.0% |
| 3Y | +999.1% | +48.9% | +950.2% | +875.2% |
| 5Y | +181.7% | +39.9% | +141.8% | +148.7% |
| All | +250.7% | +46.2% | +204.5% | +274.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling