+189.8%
HOOD vs AG
+64.2%
+125.6%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.0% | -0.1% | -1.5% |
| 7D | +17.1% | +1.0% | +16.1% | +16.8% |
| 30D | +31.6% | +19.2% | +12.4% | +25.2% |
| 3M | +38.2% | +6.2% | +32.1% | +34.9% |
| 6M | +48.5% | -26.7% | +75.2% | +58.5% |
| YTD | +8.0% | +26.1% | -18.2% | -1.3% |
| 1Y | +18.7% | +131.7% | -113.0% | -9.5% |
| 3Y | +999.1% | +255.3% | +743.8% | +595.0% |
| All | +189.8% | +64.2% | +125.6% | +118.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling