+139.3%
HOOD vs BWA
+30.2%
+109.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +5.4% | -2.4% | +0.3% |
| 7D | -0.6% | -0.6% | 0.0% | -0.2% |
| 30D | -23.6% | -16.1% | -7.5% | -16.7% |
| 3M | -10.7% | -24.6% | +13.9% | +2.4% |
| 6M | +8.2% | -15.7% | +23.9% | +16.4% |
| YTD | -26.3% | +15.1% | -41.4% | -35.9% |
| 1Y | -36.1% | +15.9% | -51.9% | -44.8% |
| 3Y | +950.7% | +67.1% | +883.6% | +594.4% |
| 5Y | +127.0% | +34.7% | +92.3% | +44.8% |
| All | +139.3% | +30.2% | +109.1% | +15.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling