+113.0%
HOOD vs BWA
+26.5%
+86.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.7% | +0.5% | +1.8% |
| 7D | -4.8% | -5.5% | +0.7% | -1.8% |
| 30D | -26.1% | -21.7% | -4.4% | -15.8% |
| 3M | -10.8% | -25.6% | +14.8% | +4.2% |
| 6M | +2.4% | -17.4% | +19.8% | +11.8% |
| YTD | -28.5% | +9.2% | -37.7% | -37.1% |
| 1Y | -36.3% | +9.7% | -46.1% | -44.4% |
| 3Y | +743.7% | +54.6% | +689.1% | +454.1% |
| All | +113.0% | +26.5% | +86.6% | +39.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling