+131.0%
HOOD vs BIL
+20.3%
+110.8%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | 0.0% | -3.8% | -3.8% |
| 7D | +3.8% | +0.1% | +3.7% | +3.4% |
| 30D | -26.4% | +0.3% | -26.7% | -27.5% |
| 3M | -14.3% | +0.9% | -15.2% | -17.5% |
| 6M | +3.9% | +1.8% | +2.1% | -2.9% |
| YTD | -28.1% | +3.1% | -31.2% | -36.0% |
| 1Y | -38.8% | +3.7% | -42.5% | -46.4% |
| 3Y | +888.5% | +13.8% | +874.7% | +419.2% |
| 5Y | +131.0% | +20.2% | +110.8% | -53.9% |
| All | +131.0% | +20.3% | +110.8% | -53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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