+1,068.0%
BE vs HOOD
+221.3%
+846.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.1% | +9.4% | +8.1% |
| 7D | +20.0% | +17.1% | +2.9% | +12.7% |
| 30D | +7.9% | +31.6% | -23.7% | -3.6% |
| 3M | -13.2% | +38.2% | -51.5% | -24.0% |
| 6M | +53.5% | +48.5% | +4.9% | +27.9% |
| YTD | +191.0% | +8.0% | +183.1% | +170.4% |
| 1Y | +360.5% | +18.7% | +341.9% | +312.5% |
| 3Y | +1,568.0% | +999.1% | +568.9% | +516.5% |
| 5Y | +1,055.2% | +181.7% | +873.5% | +335.5% |
| All | +1,068.0% | +221.3% | +846.6% | +346.5% |
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