+179.3%
HOOD vs AMP
+120.7%
+58.6%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -0.9% |
| 7D | +7.7% | 0.0% | +7.7% | +8.1% |
| 30D | +22.0% | -1.0% | +23.0% | +23.6% |
| 3M | +37.6% | +23.2% | +14.4% | +10.6% |
| 6M | +45.3% | +20.4% | +24.9% | +19.5% |
| YTD | +1.9% | +13.6% | -11.7% | -11.4% |
| 1Y | -2.7% | +13.4% | -16.1% | -15.1% |
| 3Y | +973.4% | +66.5% | +906.9% | +594.8% |
| 5Y | +179.3% | +120.2% | +59.0% | +39.0% |
| All | +179.3% | +120.7% | +58.6% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 5y: compounded portfolio wealth divided by compounded AMP 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…
5y analysis · Full analysis span regression · 6 months rolling