+223.3%
HOOD vs AGI
+363.0%
-139.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.9% |
| 7D | -7.8% | -2.7% | -5.1% | -6.8% |
| 30D | +18.6% | +7.2% | +11.4% | +15.9% |
| 3M | +22.1% | +4.3% | +17.8% | +19.6% |
| 6M | +43.1% | -27.1% | +70.1% | +59.1% |
| YTD | -0.5% | -6.6% | +6.1% | +0.5% |
| 1Y | -4.4% | +9.5% | -13.9% | -9.4% |
| 3Y | +938.5% | +208.4% | +730.0% | +578.4% |
| 5Y | +173.4% | +401.6% | -228.2% | +35.2% |
| All | +223.3% | +363.0% | -139.8% | +104.5% |
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