+179.3%
HOOD vs AMCR
-10.2%
+189.5%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.7% | +1.0% | -0.3% |
| 7D | +7.7% | -6.3% | +14.0% | +11.4% |
| 30D | +22.0% | -7.1% | +29.1% | +26.7% |
| 3M | +37.6% | +12.7% | +24.9% | +27.6% |
| 6M | +45.3% | +5.2% | +40.1% | +39.8% |
| YTD | +1.9% | +8.1% | -6.1% | -4.9% |
| 1Y | -2.7% | +11.7% | -14.4% | -11.5% |
| 3Y | +973.4% | +9.9% | +963.5% | +826.4% |
| 5Y | +179.3% | -8.7% | +187.9% | +177.6% |
| All | +179.3% | -10.2% | +189.5% | +177.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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