+992.6%
HOOD vs AMGN
+68.2%
+924.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -10.1% | +6.2% | -1.4% |
| 7D | +13.4% | -10.3% | +23.6% | +16.5% |
| 30D | +25.8% | -3.8% | +29.5% | +27.2% |
| 3M | +38.0% | +14.4% | +23.6% | +33.5% |
| 6M | +52.2% | +7.8% | +44.4% | +49.6% |
| YTD | +3.7% | +22.6% | -18.8% | -1.7% |
| 1Y | +0.1% | +44.2% | -44.2% | -9.5% |
| 3Y | +992.6% | +65.8% | +926.7% | +831.1% |
| All | +992.6% | +68.2% | +924.4% | +831.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling