+1,137.2%
HOOD vs BAM
+78.0%
+1,059.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.6% | -2.7% | -2.7% |
| 7D | +17.1% | -2.0% | +19.1% | +19.5% |
| 30D | +31.6% | -2.9% | +34.5% | +35.3% |
| 3M | +38.2% | +9.4% | +28.9% | +25.7% |
| 6M | +48.5% | +10.8% | +37.8% | +34.7% |
| YTD | +8.0% | -0.4% | +8.4% | +7.6% |
| 1Y | +18.7% | -10.9% | +29.5% | +32.0% |
| 3Y | +999.1% | +61.3% | +937.8% | +713.4% |
| All | +1,137.2% | +78.0% | +1,059.2% | +749.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling