+179.3%
HOOD vs BG
+84.9%
+94.3%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.4% | -1.7% |
| 7D | +7.7% | +0.5% | +7.2% | +7.6% |
| 30D | +22.0% | +10.3% | +11.6% | +20.2% |
| 3M | +37.6% | -1.9% | +39.5% | +37.7% |
| 6M | +45.3% | +5.2% | +40.0% | +43.2% |
| YTD | +1.9% | +41.2% | -39.2% | -5.0% |
| 1Y | -2.7% | +50.5% | -53.2% | -10.9% |
| 3Y | +973.4% | +19.9% | +953.5% | +900.7% |
| 5Y | +179.3% | +86.7% | +92.6% | +99.1% |
| All | +179.3% | +84.9% | +94.3% | +99.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 5y: compounded portfolio wealth divided by compounded BG 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…
5y analysis · Full analysis span regression · 6 months rolling