+225.5%
HOOD vs AMGN
+84.2%
+141.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.2% | +0.6% | -1.5% |
| 7D | -9.1% | -13.9% | +4.7% | -7.9% |
| 30D | +20.1% | -7.1% | +27.2% | +21.1% |
| 3M | +31.2% | +13.9% | +17.3% | +30.3% |
| 6M | +44.3% | +3.2% | +41.1% | +44.4% |
| YTD | +0.2% | +19.2% | -19.0% | -0.6% |
| 1Y | -3.5% | +41.1% | -44.7% | -5.2% |
| 3Y | +955.2% | +61.3% | +893.9% | +975.5% |
| 5Y | +175.3% | +109.1% | +66.2% | +221.1% |
| All | +225.5% | +84.2% | +141.3% | +121.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMGN.
Daily Out/Under-Performance
Portfolio return minus AMGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMGN 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 AMGN 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