+18.7%
HOOD vs BLK
+3.3%
+15.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.7% | -1.8% |
| 7D | +17.1% | -3.6% | +20.7% | +21.1% |
| 30D | +31.6% | -1.0% | +32.6% | +32.9% |
| 3M | +38.2% | +10.4% | +27.9% | +25.9% |
| 6M | +48.5% | +8.2% | +40.4% | +37.1% |
| YTD | +8.0% | +6.0% | +1.9% | +0.6% |
| 1Y | +18.7% | +3.3% | +15.3% | +10.9% |
| All | +18.7% | +3.3% | +15.3% | +10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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