+180.0%
HOOD vs BSX
-1.0%
+181.0%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.7% | -1.7% |
| 7D | +7.7% | -7.0% | +14.8% | +12.3% |
| 30D | +22.0% | -10.9% | +32.9% | +30.6% |
| 3M | +37.6% | -8.2% | +45.8% | +43.3% |
| 6M | +45.3% | -37.5% | +82.7% | +94.8% |
| YTD | +1.9% | -52.8% | +54.8% | +68.4% |
| 1Y | -2.7% | -58.4% | +55.7% | +78.4% |
| 3Y | +973.4% | -16.5% | +989.9% | +1,077.2% |
| All | +180.0% | -1.0% | +181.0% | +154.7% |
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