+950.3%
HOOD vs BTSG
+382.3%
+568.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.6% | +4.9% | +1.1% |
| 7D | -9.1% | -5.8% | -3.4% | -7.0% |
| 30D | +20.1% | 0.0% | +20.1% | +19.4% |
| 3M | +31.2% | -4.5% | +35.7% | +29.6% |
| 6M | +44.3% | +40.0% | +4.3% | +16.6% |
| YTD | +0.2% | +54.6% | -54.3% | -23.1% |
| 1Y | -3.5% | +106.1% | -109.6% | -36.1% |
| All | +950.3% | +382.3% | +568.0% | +406.2% |
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