+132.4%
HOOD vs AR
+170.7%
-38.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.8% | +4.0% | +3.4% |
| 7D | -4.8% | -14.3% | +9.5% | -0.8% |
| 30D | -26.1% | +1.4% | -27.6% | -26.7% |
| 3M | -10.8% | +3.4% | -14.2% | -12.3% |
| 6M | +2.4% | -2.1% | +4.4% | +1.6% |
| YTD | -28.5% | +4.7% | -33.2% | -31.3% |
| 1Y | -36.3% | +10.6% | -46.9% | -39.8% |
| 3Y | +743.7% | +24.6% | +719.1% | +673.6% |
| 5Y | +118.6% | +71.9% | +46.7% | +80.7% |
| All | +132.4% | +170.7% | -38.3% | +92.4% |
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