+135.8%
HOOD vs BTI
+154.6%
-18.8%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.2% | -3.6% | -2.5% |
| 7D | -5.1% | -0.1% | -4.9% | -5.1% |
| 30D | -25.4% | +9.6% | -35.0% | -26.2% |
| 3M | -14.0% | +8.3% | -22.3% | -14.8% |
| 6M | +5.6% | +7.5% | -1.9% | +3.7% |
| YTD | -28.1% | +12.3% | -40.3% | -30.1% |
| 1Y | -40.1% | +16.2% | -56.4% | -42.2% |
| 3Y | +888.2% | +148.0% | +740.2% | +703.0% |
| 5Y | +135.8% | +153.2% | -17.4% | +94.3% |
| All | +135.8% | +154.6% | -18.8% | +94.3% |
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 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