+237.0%
HOOD vs AGG
-1.6%
+238.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.1% | -3.8% | -3.8% |
| 7D | +13.4% | +0.1% | +13.2% | +13.2% |
| 30D | +25.8% | -0.4% | +26.2% | +26.5% |
| 3M | +38.0% | -0.3% | +38.3% | +38.7% |
| 6M | +52.2% | -1.2% | +53.4% | +55.4% |
| YTD | +3.7% | -0.4% | +4.1% | +4.9% |
| 1Y | +0.1% | +0.4% | -0.3% | +0.3% |
| 3Y | +992.6% | +13.4% | +979.1% | +832.6% |
| 5Y | +193.0% | -1.4% | +194.4% | +159.1% |
| All | +237.0% | -1.6% | +238.6% | +203.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling