+231.1%
HOOD vs AZO
+80.2%
+150.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -1.4% |
| 7D | +7.7% | -0.8% | +8.6% | +8.0% |
| 30D | +22.0% | -5.1% | +27.1% | +23.4% |
| 3M | +37.6% | -7.2% | +44.8% | +39.5% |
| 6M | +45.3% | -20.7% | +66.0% | +53.9% |
| YTD | +1.9% | -14.2% | +16.1% | +5.2% |
| 1Y | -2.7% | -32.2% | +29.4% | +8.0% |
| 3Y | +973.4% | +11.1% | +962.2% | +876.1% |
| 5Y | +179.3% | +87.6% | +91.7% | +137.6% |
| All | +231.1% | +80.2% | +150.9% | +159.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling