+979.7%
HOOD vs AMIX
-99.9%
+1,079.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.9% | -0.2% | -2.1% |
| 7D | +17.1% | -13.7% | +30.8% | +17.4% |
| 30D | +31.6% | -62.1% | +93.7% | +33.1% |
| 3M | +38.2% | -46.2% | +84.4% | +35.7% |
| 6M | +48.5% | -46.4% | +95.0% | +45.5% |
| YTD | +8.0% | -60.3% | +68.2% | +6.4% |
| 1Y | +18.7% | -79.7% | +98.3% | +18.3% |
| All | +979.7% | -99.9% | +1,079.5% | +830.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling