+724.0%
HOOD vs BAM
+88.1%
+635.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.3% | -1.1% | -1.2% |
| 7D | -5.1% | +5.0% | -10.1% | -9.3% |
| 30D | -25.4% | +16.6% | -42.0% | -36.1% |
| 3M | -14.0% | +2.2% | -16.2% | -16.1% |
| 6M | +5.6% | +9.7% | -4.1% | -4.3% |
| YTD | -28.1% | +5.2% | -33.3% | -32.4% |
| 1Y | -40.1% | +3.9% | -44.1% | -42.7% |
| 3Y | +888.2% | +91.5% | +796.7% | +548.2% |
| All | +724.0% | +88.1% | +635.9% | +433.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling