+225.5%
HOOD vs AEIS
+175.8%
+49.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.1% | +2.4% | +0.6% |
| 7D | -9.1% | -0.2% | -8.9% | -9.2% |
| 30D | +20.1% | -16.4% | +36.5% | +31.4% |
| 3M | +31.2% | -11.1% | +42.4% | +31.9% |
| 6M | +44.3% | -12.0% | +56.3% | +39.5% |
| YTD | +0.2% | +30.9% | -30.7% | -29.2% |
| 1Y | -3.5% | +74.3% | -77.9% | -45.0% |
| 3Y | +955.2% | +165.2% | +790.0% | +334.9% |
| 5Y | +175.3% | +220.0% | -44.8% | -6.1% |
| All | +225.5% | +175.8% | +49.7% | -19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AEIS 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling