+917.8%
HOOD vs AGI
+138.5%
+779.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.8% | +6.8% | +5.2% |
| 7D | -3.2% | 0.0% | -3.2% | -3.5% |
| 30D | -22.6% | -7.6% | -15.0% | -20.3% |
| 3M | -10.4% | -10.2% | -0.2% | -6.3% |
| 6M | +4.7% | -31.5% | +36.2% | +21.4% |
| YTD | -25.2% | -22.0% | -3.2% | -18.8% |
| 1Y | -35.9% | -7.9% | -28.0% | -34.8% |
| All | +917.8% | +138.5% | +779.3% | +600.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling