+0.1%
HOOD vs BEN
+45.8%
-45.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.2% | -3.7% | -3.7% |
| 7D | +13.4% | +4.7% | +8.7% | +8.6% |
| 30D | +25.8% | +2.6% | +23.2% | +22.9% |
| 3M | +38.0% | +11.5% | +26.5% | +25.2% |
| 6M | +52.2% | +35.3% | +16.9% | +14.9% |
| YTD | +3.7% | +48.6% | -44.9% | -27.7% |
| 1Y | +0.1% | +46.7% | -46.6% | -29.5% |
| All | +0.1% | +45.8% | -45.7% | -29.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling