+250.7%
HOOD vs AEM
+264.6%
-13.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.7% |
| 7D | +17.1% | -0.5% | +17.6% | +17.5% |
| 30D | +31.6% | +24.0% | +7.6% | +22.4% |
| 3M | +38.2% | +16.1% | +22.2% | +30.9% |
| 6M | +48.5% | -11.6% | +60.2% | +53.4% |
| YTD | +8.0% | +21.5% | -13.6% | +0.6% |
| 1Y | +18.7% | +39.2% | -20.5% | +6.0% |
| 3Y | +999.1% | +347.4% | +651.7% | +605.6% |
| 5Y | +181.7% | +290.1% | -108.5% | +91.5% |
| All | +250.7% | +264.6% | -13.9% | +167.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling