-35.9%
HOOD vs BAM
-1.2%
-34.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.2% | -4.5% | -4.5% |
| 7D | -3.8% | -2.7% | -1.1% | -1.4% |
| 30D | -23.0% | +15.5% | -38.5% | -33.2% |
| 3M | -21.6% | -6.9% | -14.8% | -16.1% |
| 6M | +1.4% | +9.9% | -8.4% | -8.1% |
| YTD | -31.2% | +1.4% | -32.5% | -34.0% |
| 1Y | -35.9% | +3.3% | -39.2% | -40.4% |
| All | -35.9% | -1.2% | -34.7% | -40.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling