+193.0%
HOOD vs BLDR
+16.0%
+177.0%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.9% | +1.0% | -1.7% |
| 7D | +13.4% | -0.3% | +13.7% | +13.6% |
| 30D | +25.8% | -16.2% | +42.0% | +35.9% |
| 3M | +38.0% | -14.4% | +52.4% | +43.7% |
| 6M | +52.2% | -32.8% | +85.0% | +77.5% |
| YTD | +3.7% | -39.2% | +42.9% | +25.0% |
| 1Y | +0.1% | -57.7% | +57.7% | +43.4% |
| 3Y | +992.6% | -55.3% | +1,047.8% | +1,279.9% |
| 5Y | +193.0% | +15.6% | +177.4% | +74.9% |
| All | +193.0% | +16.0% | +177.0% | +74.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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