+18.7%
HOOD vs BDX
+27.3%
-8.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -2.0% |
| 7D | +17.1% | -2.5% | +19.6% | +17.2% |
| 30D | +31.6% | +8.3% | +23.3% | +31.9% |
| 3M | +38.2% | +24.4% | +13.8% | +38.9% |
| 6M | +48.5% | +9.2% | +39.4% | +50.9% |
| YTD | +8.0% | +22.7% | -14.8% | +7.9% |
| 1Y | +18.7% | +25.9% | -7.2% | +21.8% |
| All | +18.7% | +27.3% | -8.6% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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