+48.5%
HOOD vs BEN
+33.2%
+15.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.5% | -5.6% | -5.5% |
| 7D | +17.1% | +0.2% | +16.9% | +16.7% |
| 30D | +31.6% | -0.5% | +32.1% | +32.3% |
| 3M | +38.2% | +9.7% | +28.5% | +27.1% |
| 6M | +48.5% | +33.9% | +14.6% | +12.6% |
| All | +48.5% | +33.2% | +15.4% | +12.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling