+133.6%
HOOD vs AME
+78.5%
+55.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -5.1% | -4.1% | -0.9% | -1.7% |
| 30D | -25.4% | -4.1% | -21.3% | -22.5% |
| 3M | -14.0% | -5.6% | -8.3% | -9.7% |
| 6M | +5.6% | +2.8% | +2.7% | +2.1% |
| YTD | -28.1% | +16.6% | -44.7% | -38.4% |
| 1Y | -40.1% | +21.1% | -61.2% | -50.5% |
| 3Y | +888.2% | +61.1% | +827.1% | +525.4% |
| 5Y | +135.8% | +76.6% | +59.2% | +24.6% |
| All | +133.6% | +78.5% | +55.1% | -19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 10y: compounded portfolio wealth divided by compounded AME 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…
10y analysis · Full analysis span regression · 6 months rolling