+175.3%
HOOD vs BLK
+29.1%
+146.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -0.7% |
| 7D | -9.1% | -5.2% | -4.0% | -3.6% |
| 30D | +20.1% | -7.0% | +27.1% | +30.4% |
| 3M | +31.2% | +5.7% | +25.6% | +22.6% |
| 6M | +44.3% | +11.0% | +33.3% | +27.9% |
| YTD | +0.2% | +0.9% | -0.7% | -2.1% |
| 1Y | -3.5% | -1.6% | -1.9% | -3.2% |
| 3Y | +955.2% | +64.5% | +890.7% | +517.2% |
| 5Y | +175.3% | +30.9% | +144.4% | +119.9% |
| All | +175.3% | +29.1% | +146.2% | +119.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling