+225.5%
HOOD vs AJG
+85.4%
+140.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.5% |
| 7D | -9.1% | -8.5% | -0.6% | -5.6% |
| 30D | +20.1% | -3.8% | +23.8% | +21.9% |
| 3M | +31.2% | +10.8% | +20.4% | +23.8% |
| 6M | +44.3% | +15.6% | +28.7% | +32.7% |
| YTD | +0.2% | -5.1% | +5.3% | +1.1% |
| 1Y | -3.5% | -16.0% | +12.5% | +3.7% |
| 3Y | +955.2% | +9.7% | +945.5% | +838.0% |
| 5Y | +175.3% | +77.8% | +97.4% | +118.6% |
| All | +225.5% | +85.4% | +140.1% | +316.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling