+122.7%
HOOD vs AMT
-15.7%
+138.4%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.0% | -5.3% | -4.6% |
| 7D | -3.8% | +1.5% | -5.3% | -4.2% |
| 30D | -23.0% | +6.8% | -29.8% | -24.6% |
| 3M | -21.6% | +11.2% | -32.9% | -24.3% |
| 6M | +1.4% | +12.5% | -11.0% | -2.9% |
| YTD | -31.2% | +12.5% | -43.7% | -34.5% |
| 1Y | -35.9% | +10.1% | -46.0% | -38.6% |
| 3Y | +836.9% | +16.0% | +820.9% | +690.2% |
| All | +122.7% | -15.7% | +138.4% | +106.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling