+133.6%
HOOD vs AEIS
+123.3%
+10.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.5% | -3.0% |
| 7D | -5.1% | -6.9% | +1.8% | -2.3% |
| 30D | -25.4% | -23.2% | -2.2% | -15.3% |
| 3M | -14.0% | -29.5% | +15.5% | +0.3% |
| 6M | +5.6% | -37.9% | +43.5% | +25.3% |
| YTD | -28.1% | +6.0% | -34.1% | -44.6% |
| 1Y | -40.1% | +1.2% | -41.4% | -52.1% |
| 3Y | +888.2% | +150.0% | +738.3% | +303.5% |
| 5Y | +135.8% | +141.9% | -6.1% | -15.9% |
| All | +133.6% | +123.3% | +10.2% | -37.0% |
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