+250.7%
HOOD vs BTDR
+27.0%
+223.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.9% | -6.0% | -2.9% |
| 7D | +17.1% | +20.0% | -2.8% | +12.9% |
| 30D | +31.6% | +11.9% | +19.6% | +27.8% |
| 3M | +38.2% | -36.9% | +75.2% | +48.5% |
| 6M | +48.5% | +56.5% | -8.0% | +31.3% |
| YTD | +8.0% | +10.4% | -2.5% | +1.4% |
| 1Y | +18.7% | +3.1% | +15.6% | +9.3% |
| 3Y | +999.1% | -2.6% | +1,001.7% | +802.5% |
| 5Y | +181.7% | +25.2% | +156.5% | +153.9% |
| All | +250.7% | +27.0% | +223.7% | +253.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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