+743.7%
HOOD vs BEN
+63.5%
+680.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.7% | -1.5% | -0.8% |
| 7D | -4.8% | +6.6% | -11.4% | -9.6% |
| 30D | -26.1% | +3.8% | -30.0% | -28.2% |
| 3M | -10.8% | +0.2% | -11.0% | -10.6% |
| 6M | +2.4% | +10.4% | -8.1% | -4.9% |
| YTD | -28.5% | +46.2% | -74.6% | -47.0% |
| 1Y | -36.3% | +52.3% | -88.6% | -54.4% |
| 3Y | +743.7% | +65.9% | +677.8% | +474.3% |
| All | +743.7% | +63.5% | +680.2% | +474.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling