-36.1%
HOOD vs AMRZ
-11.5%
-24.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.2% | -3.2% | +0.2% |
| 7D | -4.4% | +10.3% | -14.7% | -7.9% |
| 30D | -23.4% | +18.7% | -42.1% | -28.2% |
| 3M | -6.5% | -14.6% | +8.1% | -1.8% |
| 6M | +14.2% | -12.9% | +27.1% | +17.6% |
| YTD | -22.7% | -17.4% | -5.4% | -17.7% |
| 1Y | -36.1% | -12.3% | -23.8% | -34.9% |
| All | -36.1% | -11.5% | -24.6% | -34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 1y: compounded portfolio wealth divided by compounded AMRZ 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…
1y analysis · Full analysis span regression · 6 months rolling