+786.8%
BE vs HOOD
+104.9%
+681.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.3% | -0.6% | -3.3% |
| 7D | +10.8% | -3.8% | +14.6% | +12.8% |
| 30D | -19.8% | -23.0% | +3.2% | -10.5% |
| 3M | -18.7% | -21.6% | +2.9% | -11.1% |
| 6M | -33.7% | +1.4% | -35.2% | -35.0% |
| YTD | +121.0% | -31.2% | +152.1% | +144.7% |
| 1Y | +85.4% | -35.9% | +121.3% | +111.5% |
| 3Y | +1,709.5% | +836.9% | +872.6% | +623.3% |
| 5Y | +462.2% | +121.1% | +341.1% | +153.0% |
| All | +786.8% | +104.9% | +681.9% | +304.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling