-2.7%
HOOD vs BWA
+48.6%
-51.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.2% | -1.6% |
| 7D | +7.7% | +0.1% | +7.6% | +7.8% |
| 30D | +22.0% | -5.6% | +27.5% | +22.3% |
| 3M | +37.6% | -10.7% | +48.3% | +37.8% |
| 6M | +45.3% | +23.2% | +22.1% | +47.6% |
| YTD | +1.9% | +46.0% | -44.1% | +2.7% |
| 1Y | -2.7% | +51.2% | -53.9% | -0.5% |
| All | -2.7% | +48.6% | -51.4% | -0.5% |
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