+223.3%
HOOD vs AEM
+256.8%
-33.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.5% | -1.3% |
| 7D | -7.8% | -2.1% | -5.7% | -7.1% |
| 30D | +18.6% | +8.4% | +10.2% | +15.6% |
| 3M | +22.1% | +27.3% | -5.2% | +12.0% |
| 6M | +43.1% | -9.7% | +52.7% | +47.0% |
| YTD | -0.5% | +19.0% | -19.4% | -6.5% |
| 1Y | -4.4% | +31.5% | -35.9% | -13.1% |
| 3Y | +938.5% | +338.7% | +599.8% | +571.5% |
| 5Y | +173.4% | +307.4% | -134.0% | +80.3% |
| All | +223.3% | +256.8% | -33.5% | +148.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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