+223.3%
HOOD vs BLK
+41.3%
+182.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -2.4% |
| 7D | -7.8% | -3.3% | -4.5% | -4.4% |
| 30D | +18.6% | -6.5% | +25.1% | +27.9% |
| 3M | +22.1% | +6.7% | +15.3% | +12.7% |
| 6M | +43.1% | +14.7% | +28.3% | +22.3% |
| YTD | -0.5% | +2.5% | -3.0% | -4.5% |
| 1Y | -4.4% | -2.8% | -1.6% | -2.6% |
| 3Y | +938.5% | +65.9% | +872.6% | +503.8% |
| 5Y | +173.4% | +33.0% | +140.5% | +111.5% |
| All | +223.3% | +41.3% | +182.0% | +190.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling