+223.3%
HOOD vs AG
+42.5%
+180.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.9% | +2.3% | +0.1% |
| 7D | -7.8% | -6.7% | -1.1% | -6.1% |
| 30D | +18.6% | +2.2% | +16.4% | +17.8% |
| 3M | +22.1% | +15.7% | +6.4% | +16.7% |
| 6M | +43.1% | -23.8% | +66.8% | +51.2% |
| YTD | -0.5% | +17.6% | -18.1% | -7.0% |
| 1Y | -4.4% | +88.6% | -93.0% | -22.2% |
| 3Y | +938.5% | +253.4% | +685.0% | +571.2% |
| 5Y | +173.4% | +62.4% | +111.0% | +100.9% |
| All | +223.3% | +42.5% | +180.7% | +124.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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