+123.6%
HOOD vs AEIS
+121.3%
+2.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.0% | -0.3% | -2.2% |
| 7D | -3.8% | +11.5% | -15.3% | -9.5% |
| 30D | -23.0% | -15.8% | -7.2% | -16.9% |
| 3M | -21.6% | -33.3% | +11.7% | -5.5% |
| 6M | +1.4% | -35.2% | +36.6% | +17.1% |
| YTD | -31.2% | +5.0% | -36.2% | -46.6% |
| 1Y | -35.9% | +8.5% | -44.4% | -51.4% |
| 3Y | +836.9% | +152.9% | +684.1% | +279.7% |
| 5Y | +121.1% | +144.6% | -23.5% | -19.2% |
| All | +123.6% | +121.3% | +2.3% | -39.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling