+113.0%
HOOD vs BIL
+19.4%
+93.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.2% | +3.0% |
| 7D | -4.8% | -0.3% | -4.5% | -3.5% |
| 30D | -26.1% | 0.0% | -26.1% | -26.2% |
| 3M | -10.8% | +0.3% | -11.1% | -11.8% |
| 6M | +2.4% | +1.2% | +1.1% | -2.3% |
| YTD | -28.5% | +2.5% | -30.9% | -35.2% |
| 1Y | -36.3% | +3.0% | -39.4% | -43.6% |
| 3Y | +743.7% | +13.2% | +730.5% | +317.9% |
| All | +113.0% | +19.4% | +93.6% | -61.7% |
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