+133.6%
HOOD vs AR
+190.4%
-56.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.3% | -5.1% | -4.2% |
| 7D | +3.8% | +6.4% | -2.6% | +2.0% |
| 30D | -26.4% | +3.1% | -29.5% | -27.3% |
| 3M | -14.3% | +3.3% | -17.6% | -15.6% |
| 6M | +3.9% | +6.6% | -2.6% | +0.7% |
| YTD | -28.1% | +12.3% | -40.4% | -32.3% |
| 1Y | -38.8% | +12.3% | -51.2% | -42.3% |
| 3Y | +888.5% | +50.4% | +838.0% | +767.3% |
| 5Y | +131.0% | +101.0% | +30.1% | +85.6% |
| All | +133.6% | +190.4% | -56.8% | +89.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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