+231.1%
HOOD vs AGI
+375.6%
-144.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.3% | -3.1% | -2.3% |
| 7D | +7.7% | +2.2% | +5.5% | +7.1% |
| 30D | +22.0% | +11.3% | +10.7% | +17.5% |
| 3M | +37.6% | +5.6% | +32.0% | +34.0% |
| 6M | +45.3% | -27.7% | +72.9% | +61.9% |
| YTD | +1.9% | -4.1% | +6.0% | +1.9% |
| 1Y | -2.7% | +13.8% | -16.5% | -9.1% |
| 3Y | +973.4% | +217.0% | +756.3% | +593.8% |
| 5Y | +179.3% | +404.3% | -225.1% | +43.0% |
| All | +231.1% | +375.6% | -144.5% | +107.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling