+125.1%
HOOD vs AR
+172.9%
-47.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -2.8% | -7.5% | -9.6% |
| 7D | -14.4% | -11.7% | -2.7% | -11.6% |
| 30D | -30.0% | +1.8% | -31.9% | -30.6% |
| 3M | -15.5% | +6.0% | -21.5% | -17.6% |
| 6M | +1.8% | -7.0% | +8.8% | +2.5% |
| YTD | -30.7% | +5.6% | -36.3% | -33.6% |
| 1Y | -45.0% | +10.8% | -55.8% | -48.0% |
| 3Y | +709.0% | +19.3% | +689.7% | +647.6% |
| 5Y | +111.8% | +73.3% | +38.5% | +74.7% |
| All | +125.1% | +172.9% | -47.8% | +86.0% |
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