+123.6%
HOOD vs AR
+190.6%
-67.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.1% | -4.4% | -4.3% |
| 7D | -3.8% | +7.4% | -11.1% | -5.7% |
| 30D | -23.0% | +5.8% | -28.7% | -24.5% |
| 3M | -21.6% | +5.2% | -26.9% | -23.3% |
| 6M | +1.4% | +5.4% | -4.0% | -1.4% |
| YTD | -31.2% | +12.4% | -43.6% | -35.2% |
| 1Y | -35.9% | +12.8% | -48.7% | -39.7% |
| 3Y | +836.9% | +47.2% | +789.8% | +725.8% |
| 5Y | +121.1% | +101.1% | +20.0% | +77.6% |
| All | +123.6% | +190.6% | -67.0% | +81.5% |
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