+147.5%
HOOD vs AMT
-19.0%
+166.5%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.1% | +4.0% |
| 7D | -3.2% | -2.4% | -0.9% | -2.6% |
| 30D | -22.6% | +4.2% | -26.8% | -23.7% |
| 3M | -10.4% | +13.4% | -23.8% | -14.0% |
| 6M | +4.7% | +9.4% | -4.7% | +1.1% |
| YTD | -25.2% | +11.7% | -36.9% | -28.7% |
| 1Y | -35.9% | +7.1% | -43.0% | -37.9% |
| 3Y | +927.7% | +15.1% | +912.6% | +770.3% |
| 5Y | +147.5% | -17.9% | +165.4% | +145.9% |
| All | +147.5% | -19.0% | +166.5% | +145.9% |
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 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