+250.7%
HOOD vs BUD
+31.1%
+219.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.2% |
| 7D | +17.1% | +0.3% | +16.8% | +17.1% |
| 30D | +31.6% | -5.7% | +37.3% | +34.7% |
| 3M | +38.2% | +3.1% | +35.1% | +35.2% |
| 6M | +48.5% | +7.9% | +40.7% | +41.6% |
| YTD | +8.0% | +27.3% | -19.4% | -6.2% |
| 1Y | +18.7% | +37.8% | -19.2% | -1.9% |
| 3Y | +999.1% | +49.8% | +949.3% | +744.3% |
| 5Y | +181.7% | +43.8% | +137.8% | +91.3% |
| All | +250.7% | +31.1% | +219.6% | +68.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling