+122.7%
HOOD vs BAH
+6.1%
+116.6%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.3% | -4.0% | -4.3% |
| 7D | -3.8% | +1.7% | -5.5% | -4.0% |
| 30D | -23.0% | +20.8% | -43.8% | -25.2% |
| 3M | -21.6% | +11.6% | -33.2% | -23.1% |
| 6M | +1.4% | +23.1% | -21.7% | -2.5% |
| YTD | -31.2% | +5.3% | -36.4% | -32.0% |
| 1Y | -35.9% | +6.1% | -42.1% | -36.9% |
| 3Y | +836.9% | -27.5% | +864.4% | +844.0% |
| All | +122.7% | +6.1% | +116.6% | +91.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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