+231.1%
HOOD vs AEIS
+187.6%
+43.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.6% | -1.1% |
| 7D | +7.7% | +6.5% | +1.3% | +4.1% |
| 30D | +22.0% | -9.2% | +31.1% | +27.4% |
| 3M | +37.6% | -8.3% | +46.0% | +36.1% |
| 6M | +45.3% | -6.3% | +51.6% | +35.3% |
| YTD | +1.9% | +36.5% | -34.6% | -29.6% |
| 1Y | -2.7% | +84.8% | -87.5% | -46.5% |
| 3Y | +973.4% | +176.6% | +796.8% | +332.3% |
| 5Y | +179.3% | +237.1% | -57.8% | -5.0% |
| All | +231.1% | +187.6% | +43.4% | -20.0% |
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