+641.6%
HOOD vs ARM
+197.2%
+444.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -13.1% | +2.8% | -5.9% |
| 7D | -14.4% | -27.1% | +12.7% | -4.9% |
| 30D | -30.0% | -44.9% | +14.9% | -14.9% |
| 3M | -15.5% | -39.3% | +23.8% | -2.0% |
| 6M | +1.8% | -20.2% | +21.9% | +2.1% |
| YTD | -30.7% | +52.5% | -83.2% | -46.2% |
| 1Y | -45.0% | +4.1% | -49.1% | -50.9% |
| 3Y | +709.0% | +211.7% | +497.3% | +402.3% |
| All | +641.6% | +197.2% | +444.4% | +382.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ARM.
Daily Out/Under-Performance
Portfolio return minus ARM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARM 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 5y: compounded portfolio wealth divided by compounded ARM 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…
5y analysis · Full analysis span regression · 6 months rolling