+189.8%
HOOD vs AXP
+118.2%
+71.7%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -1.0% |
| 7D | +17.1% | -2.1% | +19.2% | +19.5% |
| 30D | +31.6% | -6.5% | +38.1% | +40.3% |
| 3M | +38.2% | +4.6% | +33.6% | +32.1% |
| 6M | +48.5% | +5.4% | +43.1% | +41.9% |
| YTD | +8.0% | -11.1% | +19.1% | +20.5% |
| 1Y | +18.7% | -0.3% | +19.0% | +17.6% |
| 3Y | +999.1% | +111.6% | +887.5% | +507.3% |
| All | +189.8% | +118.2% | +71.7% | +51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 AXP 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