+132.4%
HOOD vs BA
-25.8%
+158.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.5% | +2.7% | +2.9% |
| 7D | -4.8% | +1.1% | -5.9% | -5.3% |
| 30D | -26.1% | -7.9% | -18.2% | -22.6% |
| 3M | -10.8% | -25.3% | +14.5% | +6.6% |
| 6M | +2.4% | -24.6% | +26.9% | +20.9% |
| YTD | -28.5% | -20.1% | -8.3% | -18.8% |
| 1Y | -36.3% | -11.8% | -24.6% | -32.4% |
| 3Y | +743.7% | -10.1% | +753.8% | +741.1% |
| 5Y | +118.6% | -22.7% | +141.4% | +139.3% |
| All | +132.4% | -25.8% | +158.2% | +154.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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