+139.3%
HOOD vs BUD
+38.8%
+100.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.3% | +1.6% | +2.5% |
| 7D | -0.6% | +1.3% | -2.0% | -1.3% |
| 30D | -23.6% | +10.0% | -33.6% | -26.7% |
| 3M | -10.7% | +1.6% | -12.3% | -11.7% |
| 6M | +8.2% | +6.5% | +1.7% | +3.7% |
| YTD | -26.3% | +34.8% | -61.2% | -37.8% |
| 1Y | -36.1% | +36.5% | -72.5% | -46.6% |
| 3Y | +950.7% | +49.0% | +901.7% | +717.4% |
| 5Y | +127.0% | +51.7% | +75.3% | +64.5% |
| All | +139.3% | +38.8% | +100.4% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling