+250.7%
HOOD vs BR
+10.6%
+240.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.4% | +1.3% | 0.0% |
| 7D | +17.1% | -5.3% | +22.4% | +21.2% |
| 30D | +31.6% | +6.4% | +25.1% | +26.6% |
| 3M | +38.2% | +13.6% | +24.6% | +26.1% |
| 6M | +48.5% | -6.7% | +55.2% | +54.3% |
| YTD | +8.0% | -21.1% | +29.1% | +26.3% |
| 1Y | +18.7% | -29.6% | +48.2% | +51.6% |
| 3Y | +999.1% | -2.4% | +1,001.5% | +992.7% |
| 5Y | +181.7% | +11.2% | +170.4% | +119.8% |
| All | +250.7% | +10.6% | +240.1% | +167.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling