+123.6%
HOOD vs BTI
+142.1%
-18.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.4% | -5.7% | -4.4% |
| 7D | -3.8% | +1.6% | -5.4% | -3.9% |
| 30D | -23.0% | +9.2% | -32.2% | -23.7% |
| 3M | -21.6% | +9.6% | -31.3% | -22.4% |
| 6M | +1.4% | -2.4% | +3.9% | +2.1% |
| YTD | -31.2% | +14.2% | -45.4% | -33.0% |
| 1Y | -35.9% | +20.3% | -56.2% | -38.3% |
| 3Y | +836.9% | +147.4% | +689.5% | +676.3% |
| 5Y | +121.1% | +155.4% | -34.3% | +98.9% |
| All | +123.6% | +142.1% | -18.5% | +93.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling