+250.7%
HOOD vs BAH
-10.7%
+261.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -1.9% |
| 7D | +17.1% | -3.2% | +20.4% | +17.6% |
| 30D | +31.6% | +2.0% | +29.6% | +31.3% |
| 3M | +38.2% | -7.6% | +45.9% | +39.4% |
| 6M | +48.5% | -5.7% | +54.2% | +48.9% |
| YTD | +8.0% | -11.7% | +19.7% | +9.4% |
| 1Y | +18.7% | -27.4% | +46.0% | +21.9% |
| 3Y | +999.1% | -32.5% | +1,031.6% | +1,028.0% |
| 5Y | +181.7% | -3.3% | +185.0% | +162.2% |
| All | +250.7% | -10.7% | +261.4% | +148.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling