+175.3%
HOOD vs JAAA
+26.8%
+148.5%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -9.1% | +0.1% | -9.2% | -9.3% |
| 30D | +20.1% | +0.4% | +19.6% | +19.1% |
| 3M | +31.2% | +1.2% | +30.0% | +28.1% |
| 6M | +44.3% | +2.7% | +41.7% | +37.1% |
| YTD | +0.2% | +3.2% | -3.0% | -5.5% |
| 1Y | -3.5% | +4.8% | -8.3% | -11.0% |
| 3Y | +955.2% | +19.0% | +936.2% | +983.3% |
| 5Y | +175.3% | +26.8% | +148.5% | +204.4% |
| All | +175.3% | +26.8% | +148.5% | +204.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling