+645.6%
HOOD vs AS
+125.3%
+520.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.9% | -1.0% | -2.6% |
| 7D | +3.8% | -3.6% | +7.4% | +5.4% |
| 30D | -26.4% | +3.4% | -29.8% | -27.5% |
| 3M | -14.3% | -8.6% | -5.7% | -11.3% |
| 6M | +3.9% | -10.0% | +14.0% | +7.2% |
| YTD | -28.1% | -19.2% | -8.9% | -22.5% |
| 1Y | -38.8% | -3.8% | -35.0% | -39.0% |
| All | +645.6% | +125.3% | +520.3% | +493.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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