+950.7%
HOOD vs AEIS
+152.4%
+798.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +11.3% | -8.3% | -2.5% |
| 7D | -0.6% | +1.0% | -1.6% | -2.2% |
| 30D | -23.6% | -24.0% | +0.5% | -13.7% |
| 3M | -10.7% | -32.5% | +21.8% | +5.1% |
| 6M | +8.2% | -38.6% | +46.7% | +27.6% |
| YTD | -26.3% | +4.8% | -31.2% | -44.4% |
| 1Y | -36.1% | +1.3% | -37.4% | -50.3% |
| 3Y | +950.7% | +159.2% | +791.5% | +335.5% |
| All | +950.7% | +152.4% | +798.3% | +335.5% |
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