+223.3%
HOOD vs BNY
+266.2%
-43.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -7.8% | -1.3% | -6.5% | -6.4% |
| 30D | +18.6% | -0.2% | +18.8% | +18.8% |
| 3M | +22.1% | +14.9% | +7.1% | +4.5% |
| 6M | +43.1% | +40.0% | +3.1% | -1.3% |
| YTD | -0.5% | +42.0% | -42.4% | -31.7% |
| 1Y | -4.4% | +56.9% | -61.2% | -40.6% |
| 3Y | +938.5% | +289.9% | +648.6% | +194.4% |
| 5Y | +173.4% | +259.2% | -85.8% | -14.4% |
| All | +223.3% | +266.2% | -43.0% | +14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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