+18.7%
HOOD vs AZO
-28.9%
+47.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.5% | -2.6% | -2.0% |
| 7D | +17.1% | +0.7% | +16.4% | +17.2% |
| 30D | +31.6% | -2.7% | +34.3% | +31.1% |
| 3M | +38.2% | -3.2% | +41.4% | +38.1% |
| 6M | +48.5% | -19.7% | +68.3% | +47.7% |
| YTD | +8.0% | -12.0% | +20.0% | +12.8% |
| 1Y | +18.7% | -29.5% | +48.2% | +31.1% |
| All | +18.7% | -28.9% | +47.5% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 1y: compounded portfolio wealth divided by compounded AZO 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…
1y analysis · Full analysis span regression · 6 months rolling