+719.8%
HOOD vs BAM
+86.2%
+633.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.9% | +2.3% | +2.3% |
| 7D | -4.8% | +9.7% | -14.5% | -13.3% |
| 30D | -26.1% | +19.0% | -45.1% | -38.0% |
| 3M | -10.8% | +0.6% | -11.4% | -11.7% |
| 6M | +2.4% | +11.1% | -8.7% | -8.5% |
| YTD | -28.5% | +4.2% | -32.6% | -32.1% |
| 1Y | -36.3% | +3.3% | -39.7% | -38.7% |
| 3Y | +743.7% | +88.8% | +654.9% | +459.9% |
| All | +719.8% | +86.2% | +633.5% | +436.1% |
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