+122.7%
HOOD vs BSX
+5.1%
+117.6%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.3% | -4.6% | -4.5% |
| 7D | -3.8% | +3.7% | -7.5% | -5.8% |
| 30D | -23.0% | +3.1% | -26.1% | -24.8% |
| 3M | -21.6% | -14.2% | -7.4% | -14.8% |
| 6M | +1.4% | -16.4% | +17.9% | +9.4% |
| YTD | -31.2% | -53.5% | +22.3% | +13.8% |
| 1Y | -35.9% | -57.8% | +21.8% | +15.0% |
| 3Y | +836.9% | -17.4% | +854.4% | +931.0% |
| All | +122.7% | +5.1% | +117.6% | +84.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BSX.
Daily Out/Under-Performance
Portfolio return minus BSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BSX 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 BSX 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