+193.0%
HOOD vs BTI
+115.0%
+78.0%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.4% | -3.5% | -3.9% |
| 7D | +13.4% | -1.4% | +14.7% | +13.6% |
| 30D | +25.8% | -7.0% | +32.8% | +26.8% |
| 3M | +38.0% | -6.3% | +44.3% | +38.4% |
| 6M | +52.2% | -2.0% | +54.2% | +50.8% |
| YTD | +3.7% | +0.2% | +3.6% | +2.2% |
| 1Y | +0.1% | +3.8% | -3.7% | -2.1% |
| 3Y | +992.6% | +112.1% | +880.5% | +804.8% |
| 5Y | +193.0% | +113.6% | +79.4% | +153.5% |
| All | +193.0% | +115.0% | +78.0% | +153.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling