+938.5%
HOOD vs AJG
+8.2%
+930.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.6% | -0.4% |
| 7D | -7.8% | -8.3% | +0.5% | -6.0% |
| 30D | +18.6% | -5.7% | +24.3% | +20.1% |
| 3M | +22.1% | +9.1% | +13.0% | +18.6% |
| 6M | +43.1% | +15.2% | +27.8% | +36.7% |
| YTD | -0.5% | -6.3% | +5.8% | +0.4% |
| 1Y | -4.4% | -19.1% | +14.7% | +2.5% |
| 3Y | +938.5% | +8.2% | +930.2% | +979.8% |
| All | +938.5% | +8.2% | +930.3% | +979.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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