+123.6%
HOOD vs AGI
+268.8%
-145.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -4.1% |
| 7D | -3.8% | -10.1% | +6.3% | +0.2% |
| 30D | -23.0% | -6.5% | -16.4% | -21.4% |
| 3M | -21.6% | -12.8% | -8.8% | -17.5% |
| 6M | +1.4% | -34.3% | +35.8% | +17.8% |
| YTD | -31.2% | -25.6% | -5.5% | -24.5% |
| 1Y | -35.9% | -14.2% | -21.7% | -33.2% |
| 3Y | +836.9% | +127.3% | +709.7% | +581.2% |
| 5Y | +121.1% | +241.8% | -120.6% | +46.1% |
| All | +123.6% | +268.8% | -145.2% | +53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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