+223.3%
HOOD vs JAAA
+27.1%
+196.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.7% | -0.8% |
| 7D | -7.8% | +0.1% | -7.9% | -7.9% |
| 30D | +18.6% | +0.5% | +18.1% | +17.5% |
| 3M | +22.1% | +1.3% | +20.8% | +19.4% |
| 6M | +43.1% | +2.8% | +40.3% | +36.4% |
| YTD | -0.5% | +3.3% | -3.7% | -5.6% |
| 1Y | -4.4% | +4.9% | -9.3% | -11.1% |
| 3Y | +938.5% | +19.0% | +919.5% | +1,012.7% |
| 5Y | +173.4% | +26.9% | +146.5% | +239.0% |
| All | +223.3% | +27.1% | +196.2% | +374.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 10y: compounded portfolio wealth divided by compounded JAAA 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…
10y analysis · Full analysis span regression · 6 months rolling