+250.7%
HOOD vs BEN
+50.7%
+200.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.5% | -5.6% | -5.2% |
| 7D | +17.1% | +0.2% | +16.9% | +16.8% |
| 30D | +31.6% | -0.5% | +32.1% | +32.3% |
| 3M | +38.2% | +9.7% | +28.5% | +27.9% |
| 6M | +48.5% | +33.9% | +14.6% | +15.4% |
| YTD | +8.0% | +49.0% | -41.0% | -23.7% |
| 1Y | +18.7% | +42.1% | -23.5% | -12.8% |
| 3Y | +999.1% | +51.9% | +947.2% | +638.1% |
| 5Y | +181.7% | +39.0% | +142.6% | +99.1% |
| All | +250.7% | +50.7% | +200.0% | +138.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling