+700.2%
BE vs HOOD
+112.9%
+587.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +3.2% | +0.2% | +2.2% |
| 7D | -14.7% | -4.8% | -9.9% | -12.7% |
| 30D | -40.5% | -26.1% | -14.4% | -32.7% |
| 3M | -24.3% | -10.8% | -13.5% | -21.6% |
| 6M | -39.3% | +2.4% | -41.7% | -40.8% |
| YTD | +99.4% | -28.5% | +127.8% | +116.8% |
| 1Y | +26.6% | -36.3% | +62.9% | +45.1% |
| 3Y | +1,616.9% | +743.7% | +873.3% | +603.2% |
| 5Y | +441.4% | +118.6% | +322.8% | +139.2% |
| All | +700.2% | +112.9% | +587.3% | +258.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling