-2.7%
HOOD vs BHP
+77.6%
-80.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.0% | -2.0% |
| 7D | +7.7% | +0.9% | +6.9% | +6.9% |
| 30D | +22.0% | +4.0% | +17.9% | +18.8% |
| 3M | +37.6% | +11.3% | +26.4% | +26.7% |
| 6M | +45.3% | +29.3% | +16.0% | +18.0% |
| YTD | +1.9% | +59.2% | -57.3% | -30.9% |
| 1Y | -2.7% | +80.8% | -83.6% | -39.4% |
| All | -2.7% | +77.6% | -80.4% | -39.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling