+179.3%
HOOD vs BTG
+75.0%
+104.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.4% | -2.3% |
| 7D | +7.7% | +2.4% | +5.3% | +7.2% |
| 30D | +22.0% | +9.5% | +12.5% | +18.9% |
| 3M | +37.6% | +38.5% | -0.9% | +23.6% |
| 6M | +45.3% | +5.6% | +39.6% | +40.6% |
| YTD | +1.9% | +23.9% | -22.0% | -6.4% |
| 1Y | -2.7% | +32.1% | -34.8% | -13.5% |
| 3Y | +973.4% | +103.2% | +870.2% | +714.1% |
| 5Y | +179.3% | +79.7% | +99.5% | +119.5% |
| All | +179.3% | +75.0% | +104.2% | +119.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling