+418.8%
BE vs HOOD
+6.1%
+412.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -3.9% | +13.5% | +11.4% |
| 7D | +29.8% | +13.4% | +16.4% | +21.8% |
| 30D | +26.4% | +25.8% | +0.6% | +12.3% |
| 3M | +9.3% | +38.0% | -28.7% | -6.7% |
| 6M | +105.1% | +52.2% | +52.8% | +57.9% |
| YTD | +219.0% | +3.7% | +215.3% | +207.8% |
| 1Y | +418.8% | +0.1% | +418.7% | +439.1% |
| All | +418.8% | +6.1% | +412.7% | +439.1% |
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