+618.5%
HOOD vs AS
+133.7%
+484.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -2.3% | -8.0% | -9.3% |
| 7D | -14.4% | +7.1% | -21.5% | -16.9% |
| 30D | -30.0% | +12.8% | -42.8% | -33.7% |
| 3M | -15.5% | -14.7% | -0.8% | -9.9% |
| 6M | +1.8% | -9.9% | +11.7% | +4.8% |
| YTD | -30.7% | -16.1% | -14.5% | -26.5% |
| 1Y | -45.0% | +0.2% | -45.1% | -46.0% |
| All | +618.5% | +133.7% | +484.8% | +462.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling