+142.9%
HOOD vs BHP
+61.6%
+81.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.2% | +2.8% | +3.3% |
| 7D | -3.2% | +2.4% | -5.6% | -4.5% |
| 30D | -22.6% | -5.4% | -17.2% | -19.9% |
| 3M | -10.4% | -6.9% | -3.5% | -6.4% |
| 6M | +4.7% | -4.3% | +9.0% | +7.0% |
| YTD | -25.2% | +41.6% | -66.8% | -39.3% |
| 1Y | -35.9% | +53.3% | -89.2% | -50.3% |
| 3Y | +927.7% | +58.4% | +869.3% | +665.5% |
| 5Y | +147.5% | +121.3% | +26.3% | +52.5% |
| All | +142.9% | +61.6% | +81.3% | +106.8% |
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