-36.1%
HOOD vs AMIX
-92.3%
+56.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.0% | +5.0% | +2.1% |
| 7D | -4.4% | -25.1% | +20.7% | -4.0% |
| 30D | -23.4% | -54.5% | +31.1% | -22.6% |
| 3M | -6.5% | -91.7% | +85.2% | -3.9% |
| 6M | +14.2% | -79.4% | +93.6% | +18.2% |
| YTD | -22.7% | -86.1% | +63.3% | -20.6% |
| 1Y | -36.1% | -91.6% | +55.5% | -34.8% |
| All | -36.1% | -92.3% | +56.2% | -34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling