+360.5%
BE vs HOOD
+21.2%
+339.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.1% | +9.4% | +8.2% |
| 7D | +20.0% | +17.1% | +2.9% | +12.1% |
| 30D | +7.9% | +31.6% | -23.7% | -4.6% |
| 3M | -13.2% | +38.2% | -51.5% | -24.3% |
| 6M | +53.5% | +48.5% | +4.9% | +25.2% |
| YTD | +191.0% | +8.0% | +183.1% | +172.7% |
| 1Y | +360.5% | +18.7% | +341.9% | +406.8% |
| All | +360.5% | +21.2% | +339.3% | +406.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HOOD.
Daily Out/Under-Performance
Portfolio return minus HOOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HOOD 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 1y: compounded portfolio wealth divided by compounded HOOD 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…
1y analysis · Full analysis span regression · 6 months rolling