+231.1%
HOOD vs BNY
+265.9%
-34.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.5% | -1.5% |
| 7D | +7.7% | +0.3% | +7.5% | +7.7% |
| 30D | +22.0% | +1.9% | +20.0% | +19.4% |
| 3M | +37.6% | +13.9% | +23.7% | +18.9% |
| 6M | +45.3% | +42.3% | +3.0% | -1.6% |
| YTD | +1.9% | +41.8% | -39.9% | -30.0% |
| 1Y | -2.7% | +57.9% | -60.7% | -40.0% |
| 3Y | +973.4% | +290.7% | +682.6% | +203.8% |
| 5Y | +179.3% | +252.3% | -73.0% | -12.4% |
| All | +231.1% | +265.9% | -34.8% | +17.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling