+250.7%
HOOD vs AEP
+69.0%
+181.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.1% |
| 7D | +17.1% | +1.8% | +15.3% | +17.2% |
| 30D | +31.6% | -0.8% | +32.4% | +31.5% |
| 3M | +38.2% | -1.8% | +40.1% | +38.0% |
| 6M | +48.5% | -5.4% | +53.9% | +48.3% |
| YTD | +8.0% | +10.4% | -2.5% | +7.7% |
| 1Y | +18.7% | +18.2% | +0.5% | +18.3% |
| 3Y | +999.1% | +79.0% | +920.1% | +885.8% |
| 5Y | +181.7% | +64.8% | +116.8% | +151.2% |
| All | +250.7% | +69.0% | +181.7% | +272.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 AEP 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