+250.7%
HOOD vs BIL
+19.4%
+231.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.2% |
| 7D | +17.1% | +0.1% | +17.0% | +16.9% |
| 30D | +31.6% | +0.3% | +31.3% | +30.6% |
| 3M | +38.2% | +0.9% | +37.3% | +35.1% |
| 6M | +48.5% | +1.8% | +46.7% | +41.6% |
| YTD | +8.0% | +2.4% | +5.5% | +1.0% |
| 1Y | +18.7% | +3.7% | +14.9% | +7.8% |
| 3Y | +999.1% | +14.2% | +984.9% | +566.2% |
| 5Y | +181.7% | +19.4% | +162.3% | -8.2% |
| All | +250.7% | +19.4% | +231.3% | +14.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling