+111.8%
HOOD vs BA
-20.8%
+132.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -2.5% | -7.8% | -8.7% |
| 7D | -14.4% | -0.1% | -14.3% | -14.3% |
| 30D | -30.0% | -9.1% | -20.9% | -26.0% |
| 3M | -15.5% | -28.2% | +12.7% | +3.6% |
| 6M | +1.8% | -23.1% | +24.9% | +18.8% |
| YTD | -30.7% | -20.6% | -10.1% | -21.0% |
| 1Y | -45.0% | -12.7% | -32.3% | -41.1% |
| 3Y | +709.0% | -11.6% | +720.5% | +713.4% |
| 5Y | +111.8% | -23.1% | +135.0% | +131.9% |
| All | +111.8% | -20.8% | +132.6% | +131.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling