+963.5%
HOOD vs JAAA
+18.9%
+944.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.9% |
| 7D | +7.7% | +0.1% | +7.6% | +6.8% |
| 30D | +22.0% | +0.5% | +21.5% | +17.0% |
| 3M | +37.6% | +1.2% | +36.4% | +22.7% |
| 6M | +45.3% | +2.7% | +42.6% | +13.5% |
| YTD | +1.9% | +3.2% | -1.3% | -23.1% |
| 1Y | -2.7% | +4.8% | -7.5% | -35.3% |
| All | +963.5% | +18.9% | +944.5% | +499.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling