+175.3%
HOOD vs AZO
+85.0%
+90.3%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.4% |
| 7D | -9.1% | -2.9% | -6.2% | -8.4% |
| 30D | +20.1% | -5.3% | +25.4% | +21.7% |
| 3M | +31.2% | -7.3% | +38.6% | +33.2% |
| 6M | +44.3% | -22.7% | +67.0% | +54.8% |
| YTD | +0.2% | -15.0% | +15.2% | +4.0% |
| 1Y | -3.5% | -32.2% | +28.7% | +8.0% |
| 3Y | +955.2% | +10.0% | +945.2% | +848.8% |
| 5Y | +175.3% | +85.8% | +89.4% | +59.5% |
| All | +175.3% | +85.0% | +90.3% | +59.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling