+250.7%
HOOD vs AXP
+102.2%
+148.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -1.1% |
| 7D | +17.1% | -2.1% | +19.2% | +19.5% |
| 30D | +31.6% | -6.5% | +38.1% | +40.1% |
| 3M | +38.2% | +4.6% | +33.6% | +32.2% |
| 6M | +48.5% | +5.4% | +43.1% | +42.1% |
| YTD | +8.0% | -11.1% | +19.1% | +20.3% |
| 1Y | +18.7% | -0.3% | +19.0% | +17.7% |
| 3Y | +999.1% | +111.6% | +887.5% | +518.0% |
| 5Y | +181.7% | +117.6% | +64.1% | +60.0% |
| All | +250.7% | +102.2% | +148.5% | +91.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling