+223.3%
HOOD vs AGG
-2.6%
+225.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.6% |
| 7D | -7.8% | -1.1% | -6.8% | -6.5% |
| 30D | +18.6% | -1.1% | +19.8% | +20.6% |
| 3M | +22.1% | -1.9% | +24.0% | +25.4% |
| 6M | +43.1% | -1.7% | +44.8% | +47.2% |
| YTD | -0.5% | -1.3% | +0.8% | +1.9% |
| 1Y | -4.4% | -0.7% | -3.7% | -2.7% |
| 3Y | +938.5% | +12.5% | +926.0% | +796.6% |
| 5Y | +173.4% | -2.5% | +175.9% | +145.8% |
| All | +223.3% | -2.6% | +225.8% | +195.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 AGG 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