+744.2%
HOOD vs BAM
+90.5%
+653.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.3% | +0.7% | +0.8% |
| 7D | -0.6% | +5.3% | -5.9% | -5.3% |
| 30D | -23.6% | +18.1% | -41.7% | -35.3% |
| 3M | -10.7% | +4.2% | -14.9% | -14.5% |
| 6M | +8.2% | +11.1% | -2.9% | -3.2% |
| YTD | -26.3% | +6.6% | -32.9% | -31.6% |
| 1Y | -36.1% | +6.2% | -42.3% | -40.1% |
| 3Y | +950.7% | +95.0% | +855.7% | +578.8% |
| All | +744.2% | +90.5% | +653.6% | +440.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 10y: compounded portfolio wealth divided by compounded BAM 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…
10y analysis · Full analysis span regression · 6 months rolling