+593.1%
HOOD vs AMIX
-100.0%
+693.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -5.6% | -4.7% | -10.2% |
| 7D | -14.4% | -25.5% | +11.1% | -14.0% |
| 30D | -30.0% | -56.2% | +26.2% | -29.1% |
| 3M | -15.5% | -87.4% | +71.9% | -13.2% |
| 6M | +1.8% | -80.9% | +82.7% | +1.2% |
| YTD | -30.7% | -86.8% | +56.2% | -30.6% |
| 1Y | -45.0% | -91.3% | +46.3% | -44.6% |
| All | +593.1% | -100.0% | +693.1% | +507.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling