-4.4%
HOOD vs AGG
-0.7%
-3.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.3% |
| 7D | -7.8% | -1.1% | -6.8% | -3.4% |
| 30D | +18.6% | -1.1% | +19.8% | +25.3% |
| 3M | +22.1% | -1.9% | +24.0% | +33.0% |
| 6M | +43.1% | -1.7% | +44.8% | +54.9% |
| YTD | -0.5% | -1.3% | +0.8% | +7.3% |
| 1Y | -4.4% | -0.7% | -3.7% | +10.8% |
| All | -4.4% | -0.7% | -3.7% | +10.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling