+250.7%
HOOD vs BA
-9.2%
+259.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -2.6% |
| 7D | +17.1% | +1.2% | +16.0% | +16.3% |
| 30D | +31.6% | -11.6% | +43.2% | +42.4% |
| 3M | +38.2% | -2.4% | +40.6% | +39.5% |
| 6M | +48.5% | -6.6% | +55.2% | +54.0% |
| YTD | +8.0% | -2.2% | +10.2% | +8.7% |
| 1Y | +18.7% | -8.0% | +26.7% | +23.7% |
| 3Y | +999.1% | -5.0% | +1,004.1% | +967.5% |
| 5Y | +181.7% | -2.7% | +184.4% | +166.6% |
| All | +250.7% | -9.2% | +259.9% | +239.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling