+122.7%
HOOD vs AMP
+80.8%
+41.9%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.2% | -5.4% | -5.5% |
| 7D | -3.8% | +3.9% | -7.7% | -7.6% |
| 30D | -23.0% | +5.1% | -28.1% | -26.9% |
| 3M | -21.6% | -8.7% | -13.0% | -14.2% |
| 6M | +1.4% | +11.4% | -10.0% | -10.2% |
| YTD | -31.2% | +7.3% | -38.5% | -37.0% |
| 1Y | -35.9% | +14.6% | -50.5% | -45.3% |
| 3Y | +836.9% | +61.2% | +775.7% | +521.6% |
| All | +122.7% | +80.8% | +41.9% | +25.6% |
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