-36.1%
HOOD vs BWA
+17.4%
-53.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.5% | +4.6% | +2.4% |
| 7D | -4.4% | -9.9% | +5.5% | -2.7% |
| 30D | -23.4% | -16.4% | -7.0% | -21.1% |
| 3M | -6.5% | -19.8% | +13.3% | -2.9% |
| 6M | +14.2% | -10.0% | +24.2% | +19.6% |
| YTD | -22.7% | +12.7% | -35.5% | -23.4% |
| 1Y | -36.1% | +15.7% | -51.8% | -36.5% |
| All | -36.1% | +17.4% | -53.5% | -36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 1y: compounded portfolio wealth divided by compounded BWA 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…
1y analysis · Full analysis span regression · 6 months rolling