+132.4%
HOOD vs BAC
+45.6%
+86.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.7% | +3.9% | +3.8% |
| 7D | -4.8% | -1.2% | -3.6% | -3.6% |
| 30D | -26.1% | -7.7% | -18.5% | -20.2% |
| 3M | -10.8% | -21.2% | +10.4% | +10.3% |
| 6M | +2.4% | -6.8% | +9.2% | +8.2% |
| YTD | -28.5% | -8.7% | -19.8% | -22.7% |
| 1Y | -36.3% | -5.3% | -31.0% | -33.2% |
| 3Y | +743.7% | +87.4% | +656.2% | +417.7% |
| 5Y | +118.6% | +18.9% | +99.7% | +84.6% |
| All | +132.4% | +45.6% | +86.7% | +112.8% |
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