+179.3%
HOOD vs BR
+7.6%
+171.7%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.4% | -1.6% |
| 7D | +7.7% | -5.0% | +12.8% | +11.5% |
| 30D | +22.0% | -2.5% | +24.4% | +24.1% |
| 3M | +37.6% | +13.5% | +24.1% | +25.0% |
| 6M | +45.3% | -9.4% | +54.7% | +54.8% |
| YTD | +1.9% | -23.3% | +25.2% | +22.1% |
| 1Y | -2.7% | -31.6% | +28.9% | +27.7% |
| 3Y | +973.4% | -5.1% | +978.4% | +981.4% |
| 5Y | +179.3% | +8.2% | +171.1% | +125.4% |
| All | +179.3% | +7.6% | +171.7% | +125.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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