+231.1%
HOOD vs BN
+38.4%
+192.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.2% | +0.3% |
| 7D | +7.7% | -3.0% | +10.7% | +11.7% |
| 30D | +22.0% | -13.0% | +35.0% | +42.2% |
| 3M | +37.6% | -15.2% | +52.8% | +64.5% |
| 6M | +45.3% | -5.9% | +51.2% | +56.3% |
| YTD | +1.9% | -15.8% | +17.7% | +23.0% |
| 1Y | -2.7% | -12.2% | +9.5% | +13.1% |
| 3Y | +973.4% | +72.2% | +901.2% | +538.0% |
| 5Y | +179.3% | +33.2% | +146.1% | +128.4% |
| All | +231.1% | +38.4% | +192.7% | +151.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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