+225.5%
HOOD vs BHP
+72.0%
+153.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.3% | +3.6% | +1.5% |
| 7D | -9.1% | -3.7% | -5.4% | -7.2% |
| 30D | +20.1% | -0.8% | +20.9% | +20.7% |
| 3M | +31.2% | +7.6% | +23.6% | +25.3% |
| 6M | +44.3% | +20.8% | +23.5% | +28.7% |
| YTD | +0.2% | +50.8% | -50.6% | -21.7% |
| 1Y | -3.5% | +70.9% | -74.4% | -29.8% |
| 3Y | +955.2% | +78.0% | +877.2% | +637.2% |
| 5Y | +175.3% | +113.1% | +62.2% | +75.7% |
| All | +225.5% | +72.0% | +153.5% | +166.8% |
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