+175.3%
HOOD vs BDX
-3.5%
+178.7%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.9% | +0.2% | -0.9% |
| 7D | -9.1% | -5.4% | -3.7% | -6.9% |
| 30D | +20.1% | -2.2% | +22.3% | +21.4% |
| 3M | +31.2% | +20.1% | +11.2% | +20.7% |
| 6M | +44.3% | +9.1% | +35.3% | +38.8% |
| YTD | +0.2% | +17.9% | -17.7% | -8.1% |
| 1Y | -3.5% | +22.1% | -25.6% | -13.4% |
| 3Y | +955.2% | -10.5% | +965.7% | +989.0% |
| 5Y | +175.3% | -2.6% | +177.9% | +179.5% |
| All | +175.3% | -3.5% | +178.7% | +179.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling