+123.6%
HOOD vs BEN
+57.9%
+65.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.4% | -4.7% | -4.7% |
| 7D | -3.8% | +6.8% | -10.6% | -9.3% |
| 30D | -23.0% | +18.0% | -41.0% | -33.3% |
| 3M | -21.6% | +7.5% | -29.1% | -26.2% |
| 6M | +1.4% | +14.7% | -13.3% | -9.6% |
| YTD | -31.2% | +56.1% | -87.2% | -53.2% |
| 1Y | -35.9% | +69.6% | -105.5% | -59.5% |
| 3Y | +836.9% | +87.7% | +749.3% | +419.8% |
| 5Y | +121.1% | +28.6% | +92.5% | +60.6% |
| All | +123.6% | +57.9% | +65.7% | +46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling