+250.7%
HOOD vs AR
+195.6%
+55.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.9% |
| 7D | +17.1% | +2.5% | +14.6% | +16.3% |
| 30D | +31.6% | +14.8% | +16.8% | +26.3% |
| 3M | +38.2% | +6.2% | +32.0% | +35.1% |
| 6M | +48.5% | +4.3% | +44.2% | +44.4% |
| YTD | +8.0% | +14.4% | -6.4% | +1.7% |
| 1Y | +18.7% | +21.3% | -2.7% | +9.5% |
| 3Y | +999.1% | +39.8% | +959.3% | +881.7% |
| 5Y | +181.7% | +142.1% | +39.6% | +126.5% |
| All | +250.7% | +195.6% | +55.0% | +184.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling