-1.9%
HOOD vs BTI
+1.8%
-3.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -2.0% |
| 7D | +7.7% | -2.4% | +10.2% | +7.4% |
| 30D | +22.0% | -4.8% | +26.7% | +21.2% |
| 3M | +37.6% | -8.1% | +45.7% | +35.8% |
| 6M | +45.3% | -4.2% | +49.5% | +40.9% |
| YTD | +1.9% | -1.3% | +3.2% | -2.2% |
| All | -1.9% | +1.8% | -3.7% | -2.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling