+113.0%
HOOD vs BN
+29.3%
+83.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.9% | +4.1% | +4.2% |
| 7D | -4.8% | +5.3% | -10.1% | -10.5% |
| 30D | -26.1% | +11.9% | -38.0% | -34.9% |
| 3M | -10.8% | -5.7% | -5.1% | -5.2% |
| 6M | +2.4% | -10.6% | +13.0% | +14.7% |
| YTD | -28.5% | -9.4% | -19.1% | -20.7% |
| 1Y | -36.3% | -8.8% | -27.5% | -29.5% |
| 3Y | +743.7% | +95.6% | +648.1% | +344.3% |
| All | +113.0% | +29.3% | +83.7% | +72.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling