+18.7%
HOOD vs BBWI
-34.3%
+52.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.8% | -4.9% | -2.7% |
| 7D | +17.1% | +1.5% | +15.6% | +16.8% |
| 30D | +31.6% | -5.2% | +36.8% | +32.8% |
| 3M | +38.2% | +11.1% | +27.1% | +32.0% |
| 6M | +48.5% | -13.4% | +61.9% | +51.6% |
| YTD | +8.0% | +0.1% | +7.9% | +5.7% |
| 1Y | +18.7% | -36.1% | +54.8% | +15.2% |
| All | +18.7% | -34.3% | +52.9% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1y: compounded portfolio wealth divided by compounded BBWI 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…
1y analysis · Full analysis span regression · 6 months rolling