-3.5%
HOOD vs BTG
+27.7%
-31.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.9% | +1.2% | -0.6% |
| 7D | -9.1% | -5.5% | -3.7% | -7.2% |
| 30D | +20.1% | +6.1% | +14.0% | +18.0% |
| 3M | +31.2% | +38.6% | -7.4% | +15.8% |
| 6M | +44.3% | +0.7% | +43.6% | +41.6% |
| YTD | +0.2% | +20.3% | -20.1% | -8.5% |
| 1Y | -3.5% | +25.0% | -28.6% | -12.8% |
| All | -3.5% | +27.7% | -31.2% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 1y: compounded portfolio wealth divided by compounded BTG 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…
1y analysis · Full analysis span regression · 6 months rolling