+231.1%
HOOD vs BMY
+14.6%
+216.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.3% | -1.7% |
| 7D | +7.7% | -4.8% | +12.6% | +8.2% |
| 30D | +22.0% | -0.7% | +22.6% | +22.2% |
| 3M | +37.6% | +15.3% | +22.3% | +36.4% |
| 6M | +45.3% | +8.5% | +36.7% | +44.5% |
| YTD | +1.9% | +23.4% | -21.5% | +0.8% |
| 1Y | -2.7% | +42.9% | -45.6% | -4.6% |
| 3Y | +973.4% | +22.0% | +951.4% | +969.9% |
| 5Y | +179.3% | +24.3% | +154.9% | +159.0% |
| All | +231.1% | +14.6% | +216.5% | +167.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling