+179.3%
HOOD vs AIG
+53.4%
+125.9%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.2% | -2.0% |
| 7D | +7.7% | -1.4% | +9.2% | +8.6% |
| 30D | +22.0% | -3.3% | +25.3% | +24.0% |
| 3M | +37.6% | +2.2% | +35.4% | +35.4% |
| 6M | +45.3% | -2.1% | +47.4% | +45.8% |
| YTD | +1.9% | -11.2% | +13.1% | +7.2% |
| 1Y | -2.7% | -2.1% | -0.6% | -4.6% |
| 3Y | +973.4% | +34.4% | +939.0% | +766.7% |
| 5Y | +179.3% | +53.7% | +125.5% | +98.6% |
| All | +179.3% | +53.4% | +125.9% | +98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 5y: compounded portfolio wealth divided by compounded AIG 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…
5y analysis · Full analysis span regression · 6 months rolling