+113.0%
HOOD vs BAX
-63.7%
+176.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.5% | +2.7% | +3.1% |
| 7D | -4.8% | +12.1% | -16.9% | -7.8% |
| 30D | -26.1% | +7.6% | -33.7% | -27.7% |
| 3M | -10.8% | -4.5% | -6.3% | -9.9% |
| 6M | +2.4% | +52.0% | -49.7% | -11.6% |
| YTD | -28.5% | +35.1% | -63.6% | -36.4% |
| 1Y | -36.3% | +43.7% | -80.0% | -44.7% |
| 3Y | +743.7% | -20.9% | +764.6% | +763.5% |
| All | +113.0% | -63.7% | +176.7% | +167.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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