+179.3%
HOOD vs AEM
+296.4%
-117.1%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.1% | -1.9% |
| 7D | +7.7% | +3.0% | +4.7% | +6.9% |
| 30D | +22.0% | +12.5% | +9.5% | +17.4% |
| 3M | +37.6% | +26.9% | +10.7% | +26.4% |
| 6M | +45.3% | -9.4% | +54.7% | +49.0% |
| YTD | +1.9% | +20.3% | -18.3% | -4.6% |
| 1Y | -2.7% | +33.8% | -36.5% | -12.0% |
| 3Y | +973.4% | +349.8% | +623.6% | +591.5% |
| 5Y | +179.3% | +301.0% | -121.8% | +77.7% |
| All | +179.3% | +296.4% | -117.1% | +77.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling