-36.1%
HOOD vs BMY
+45.9%
-82.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.0% | -2.0% | +1.5% |
| 7D | -4.4% | +6.0% | -10.4% | -5.2% |
| 30D | -23.4% | +9.1% | -32.5% | -24.4% |
| 3M | -6.5% | -2.6% | -3.9% | -5.1% |
| 6M | +14.2% | +13.1% | +1.1% | +12.6% |
| YTD | -22.7% | +23.0% | -45.7% | -24.2% |
| 1Y | -36.1% | +45.6% | -81.7% | -42.9% |
| All | -36.1% | +45.9% | -82.0% | -42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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