+123.6%
HOOD vs BHP
+56.5%
+67.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.3% | -3.0% | -3.5% |
| 7D | -3.8% | -0.5% | -3.3% | -3.4% |
| 30D | -23.0% | -4.5% | -18.4% | -20.7% |
| 3M | -21.6% | -6.9% | -14.8% | -18.0% |
| 6M | +1.4% | -10.6% | +12.0% | +8.1% |
| YTD | -31.2% | +37.2% | -68.4% | -43.0% |
| 1Y | -35.9% | +48.0% | -84.0% | -49.2% |
| 3Y | +836.9% | +52.6% | +784.4% | +613.7% |
| 5Y | +121.1% | +116.5% | +4.7% | +38.2% |
| All | +123.6% | +56.5% | +67.1% | +94.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 10y: compounded portfolio wealth divided by compounded BHP 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…
10y analysis · Full analysis span regression · 6 months rolling