+127.0%
HOOD vs BMY
+28.6%
+98.4%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | -0.6% | -1.4% | +0.8% | -0.5% |
| 30D | -23.6% | +5.1% | -28.7% | -23.8% |
| 3M | -10.7% | -3.0% | -7.7% | -10.3% |
| 6M | +8.2% | +13.1% | -4.9% | +7.3% |
| YTD | -26.3% | +20.3% | -46.7% | -27.0% |
| 1Y | -36.1% | +39.0% | -75.1% | -37.2% |
| 3Y | +950.7% | +42.0% | +908.7% | +915.8% |
| 5Y | +127.0% | +28.5% | +98.5% | +119.9% |
| All | +127.0% | +28.6% | +98.4% | +119.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling