+1,037.0%
HOOD vs BWA
+75.7%
+961.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.8% | -4.8% | -3.1% |
| 7D | +17.1% | +5.7% | +11.5% | +14.8% |
| 30D | +31.6% | +1.4% | +30.2% | +31.0% |
| 3M | +38.2% | -12.1% | +50.3% | +44.3% |
| 6M | +48.5% | +28.6% | +20.0% | +35.3% |
| YTD | +8.0% | +51.1% | -43.1% | -12.6% |
| 1Y | +18.7% | +55.9% | -37.2% | -6.2% |
| All | +1,037.0% | +75.7% | +961.3% | +651.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling