+133.6%
HOOD vs AMT
-21.3%
+154.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.7% | -3.1% | -2.6% |
| 7D | -5.1% | +1.6% | -6.7% | -5.5% |
| 30D | -25.4% | +4.5% | -29.9% | -26.5% |
| 3M | -14.0% | +13.8% | -27.7% | -17.4% |
| 6M | +5.6% | +10.0% | -4.5% | +1.9% |
| YTD | -28.1% | +11.8% | -39.8% | -31.3% |
| 1Y | -40.1% | +10.2% | -50.4% | -42.6% |
| 3Y | +888.2% | +15.1% | +873.1% | +743.7% |
| 5Y | +135.8% | -18.8% | +154.6% | +134.4% |
| All | +133.6% | -21.3% | +154.9% | +140.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 10y: compounded portfolio wealth divided by compounded AMT 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…
10y analysis · Full analysis span regression · 6 months rolling