+193.0%
HOOD vs BHP
+121.9%
+71.1%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.7% | -5.6% | -4.9% |
| 7D | +13.4% | +1.3% | +12.1% | +12.4% |
| 30D | +25.8% | +4.0% | +21.8% | +23.0% |
| 3M | +38.0% | +12.3% | +25.7% | +28.4% |
| 6M | +52.2% | +30.8% | +21.4% | +29.5% |
| YTD | +3.7% | +58.8% | -55.0% | -21.4% |
| 1Y | +0.1% | +76.8% | -76.8% | -28.7% |
| 3Y | +992.6% | +87.5% | +905.1% | +639.9% |
| 5Y | +193.0% | +123.9% | +69.1% | +76.9% |
| All | +193.0% | +121.9% | +71.1% | +76.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling