+250.7%
HOOD vs BBWI
-64.9%
+315.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.8% | -4.9% | -3.2% |
| 7D | +17.1% | +1.5% | +15.6% | +16.5% |
| 30D | +31.6% | -5.2% | +36.8% | +32.8% |
| 3M | +38.2% | +11.1% | +27.1% | +29.3% |
| 6M | +48.5% | -13.4% | +61.9% | +51.9% |
| YTD | +8.0% | +0.1% | +7.9% | +3.0% |
| 1Y | +18.7% | -36.1% | +54.8% | +34.2% |
| 3Y | +999.1% | -44.1% | +1,043.2% | +1,143.5% |
| 5Y | +181.7% | -66.2% | +247.9% | +259.3% |
| All | +250.7% | -64.9% | +315.6% | +395.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling