+250.7%
HOOD vs BAC
+84.7%
+166.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.0% |
| 7D | +17.1% | +1.1% | +16.0% | +16.1% |
| 30D | +31.6% | -0.4% | +32.0% | +31.6% |
| 3M | +38.2% | +16.9% | +21.3% | +19.1% |
| 6M | +48.5% | +26.6% | +21.9% | +18.8% |
| YTD | +8.0% | +15.8% | -7.8% | -6.0% |
| 1Y | +18.7% | +27.2% | -8.5% | -5.3% |
| 3Y | +999.1% | +132.4% | +866.7% | +451.9% |
| 5Y | +181.7% | +72.6% | +109.1% | +84.5% |
| All | +250.7% | +84.7% | +166.0% | +158.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAC.
Daily Out/Under-Performance
Portfolio return minus BAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAC 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 BAC 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