+189.8%
HOOD vs BAX
-65.4%
+255.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.1% | -2.4% |
| 7D | +17.1% | -1.1% | +18.3% | +17.5% |
| 30D | +31.6% | -5.5% | +37.0% | +33.6% |
| 3M | +38.2% | +33.5% | +4.7% | +25.2% |
| 6M | +48.5% | +35.9% | +12.7% | +33.5% |
| YTD | +8.0% | +35.4% | -27.4% | -3.7% |
| 1Y | +18.7% | +9.8% | +8.9% | +12.5% |
| 3Y | +999.1% | -32.7% | +1,031.8% | +1,084.5% |
| All | +189.8% | -65.4% | +255.2% | +266.8% |
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