+237.0%
HOOD vs BLK
+43.4%
+193.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.9% | -2.0% | -1.8% |
| 7D | +13.4% | -2.4% | +15.8% | +16.6% |
| 30D | +25.8% | -3.1% | +28.9% | +30.4% |
| 3M | +38.0% | +10.7% | +27.3% | +22.4% |
| 6M | +52.2% | +15.9% | +36.3% | +28.7% |
| YTD | +3.7% | +4.0% | -0.3% | -1.9% |
| 1Y | +0.1% | +1.3% | -1.2% | -2.7% |
| 3Y | +992.6% | +69.6% | +923.0% | +520.4% |
| 5Y | +193.0% | +33.8% | +159.2% | +123.4% |
| All | +237.0% | +43.4% | +193.6% | +198.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling