-35.9%
HOOD vs AEIS
+6.8%
-42.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +4.5% | -0.5% | +2.9% |
| 7D | -3.2% | +9.5% | -12.7% | -5.4% |
| 30D | -22.6% | -17.5% | -5.0% | -19.7% |
| 3M | -10.4% | -29.3% | +18.9% | -4.6% |
| 6M | +4.7% | -34.7% | +39.4% | +11.1% |
| YTD | -25.2% | +10.7% | -35.9% | -43.8% |
| 1Y | -35.9% | +7.4% | -43.3% | -50.4% |
| All | -35.9% | +6.8% | -42.7% | -50.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling