+179.3%
HOOD vs BND
-1.8%
+181.1%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.5% | -1.5% |
| 7D | +7.7% | -0.1% | +7.9% | +8.0% |
| 30D | +22.0% | -0.2% | +22.2% | +22.5% |
| 3M | +37.6% | -0.7% | +38.3% | +39.0% |
| 6M | +45.3% | -1.7% | +46.9% | +49.0% |
| YTD | +1.9% | -0.5% | +2.5% | +3.2% |
| 1Y | -2.7% | +0.4% | -3.1% | -2.5% |
| 3Y | +973.4% | +13.1% | +960.2% | +818.7% |
| 5Y | +179.3% | -2.1% | +181.4% | +127.5% |
| All | +179.3% | -1.8% | +181.1% | +127.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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