+619.1%
HOOD vs AMIX
-99.9%
+719.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +8.8% | -11.2% | -2.5% |
| 7D | -5.1% | +11.4% | -16.5% | -5.2% |
| 30D | -25.4% | -40.5% | +15.1% | -24.8% |
| 3M | -14.0% | -80.1% | +66.1% | -12.1% |
| 6M | +5.6% | -74.8% | +80.4% | +4.4% |
| YTD | -28.1% | -84.0% | +55.9% | -28.2% |
| 1Y | -40.1% | -89.7% | +49.6% | -39.9% |
| All | +619.1% | -99.9% | +719.0% | +527.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling