+836.9%
HOOD vs AG
+195.3%
+641.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.4% | -1.9% | -3.5% |
| 7D | -3.8% | -10.0% | +6.2% | -0.7% |
| 30D | -23.0% | -10.5% | -12.5% | -20.3% |
| 3M | -21.6% | -27.3% | +5.6% | -14.0% |
| 6M | +1.4% | -43.0% | +44.4% | +17.9% |
| YTD | -31.2% | -17.9% | -13.3% | -28.6% |
| 1Y | -35.9% | +11.9% | -47.9% | -39.1% |
| 3Y | +836.9% | +201.8% | +635.1% | +617.5% |
| All | +836.9% | +195.3% | +641.6% | +617.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling