+189.8%
HOOD vs AMT
-31.6%
+221.4%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -1.8% |
| 7D | +17.1% | -0.2% | +17.3% | +17.3% |
| 30D | +31.6% | +4.6% | +27.0% | +29.9% |
| 3M | +38.2% | -8.4% | +46.7% | +41.6% |
| 6M | +48.5% | -6.0% | +54.6% | +50.7% |
| YTD | +8.0% | +2.1% | +5.8% | +6.1% |
| 1Y | +18.7% | -6.4% | +25.0% | +19.8% |
| 3Y | +999.1% | +8.1% | +991.0% | +843.2% |
| All | +189.8% | -31.6% | +221.4% | +211.1% |
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