-38.8%
HOOD vs BWA
+12.4%
-51.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.3% | -3.7% |
| 7D | +3.8% | +7.3% | -3.5% | +2.3% |
| 30D | -26.4% | -15.8% | -10.6% | -24.3% |
| 3M | -14.3% | -25.7% | +11.5% | -10.6% |
| 6M | +3.9% | -19.6% | +23.5% | +8.4% |
| YTD | -28.1% | +14.1% | -42.1% | -28.5% |
| 1Y | -38.8% | +12.2% | -51.0% | -38.9% |
| All | -38.8% | +12.4% | -51.3% | -38.9% |
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