+1,037.0%
HOOD vs AEIS
+157.5%
+879.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.4% | -4.5% | -3.3% |
| 7D | +17.1% | +3.0% | +14.2% | +15.5% |
| 30D | +31.6% | -14.6% | +46.2% | +41.5% |
| 3M | +38.2% | -12.4% | +50.7% | +40.3% |
| 6M | +48.5% | -15.0% | +63.5% | +46.7% |
| YTD | +8.0% | +34.3% | -26.3% | -26.0% |
| 1Y | +18.7% | +87.4% | -68.7% | -37.9% |
| All | +1,037.0% | +157.5% | +879.5% | +325.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling