+133.6%
HOOD vs BEN
+59.1%
+74.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.2% | -3.6% | -3.4% |
| 7D | -5.1% | +12.1% | -17.2% | -14.2% |
| 30D | -25.4% | +13.4% | -38.8% | -33.1% |
| 3M | -14.0% | +9.4% | -23.3% | -20.2% |
| 6M | +5.6% | +19.3% | -13.7% | -9.1% |
| YTD | -28.1% | +57.3% | -85.4% | -51.5% |
| 1Y | -40.1% | +69.1% | -109.3% | -62.0% |
| 3Y | +888.2% | +85.6% | +802.6% | +453.7% |
| 5Y | +135.8% | +32.9% | +102.9% | +68.3% |
| All | +133.6% | +59.1% | +74.5% | +51.7% |
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