+55.3%
BE vs HOOD
-37.5%
+92.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.0% | -8.4% | -7.3% |
| 7D | -12.1% | -4.4% | -7.7% | -10.3% |
| 30D | -30.1% | -23.4% | -6.7% | -21.4% |
| 3M | -12.1% | -6.5% | -5.6% | -11.2% |
| 6M | -30.6% | +14.2% | -44.8% | -36.1% |
| YTD | +130.6% | -22.7% | +153.4% | +155.7% |
| 1Y | +55.3% | -36.1% | +91.4% | +100.4% |
| All | +55.3% | -37.5% | +92.8% | +100.4% |
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