+683.9%
HOOD vs BTSG
+505.2%
+178.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.2% | +3.8% | +3.9% |
| 7D | -3.2% | +4.0% | -7.3% | -4.7% |
| 30D | -22.6% | +15.3% | -37.8% | -27.1% |
| 3M | -10.4% | +25.4% | -35.8% | -19.3% |
| 6M | +4.7% | +31.9% | -27.2% | -10.9% |
| YTD | -25.2% | +93.9% | -119.1% | -48.0% |
| 1Y | -35.9% | +114.2% | -150.0% | -57.7% |
| All | +683.9% | +505.2% | +178.7% | +242.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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