+139.3%
HOOD vs AMT
-21.9%
+161.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.1% | +2.9% | +2.9% |
| 7D | -0.6% | +0.4% | -1.0% | -0.8% |
| 30D | -23.6% | +3.7% | -27.3% | -24.5% |
| 3M | -10.7% | +10.7% | -21.4% | -13.6% |
| 6M | +8.2% | +9.3% | -1.1% | +4.6% |
| YTD | -26.3% | +10.9% | -37.3% | -29.5% |
| 1Y | -36.1% | +10.5% | -46.6% | -38.7% |
| 3Y | +950.7% | +15.5% | +935.1% | +792.7% |
| 5Y | +127.0% | -20.6% | +147.6% | +125.8% |
| All | +139.3% | -21.9% | +161.2% | +147.3% |
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