+179.3%
HOOD vs BX
+19.7%
+159.6%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.7% | +1.9% | +1.2% |
| 7D | +7.7% | -5.7% | +13.4% | +13.1% |
| 30D | +22.0% | -8.9% | +30.9% | +31.6% |
| 3M | +37.6% | +8.4% | +29.2% | +27.8% |
| 6M | +45.3% | +18.9% | +26.4% | +24.7% |
| YTD | +1.9% | -13.6% | +15.6% | +13.5% |
| 1Y | -2.7% | -22.4% | +19.7% | +17.5% |
| 3Y | +973.4% | +26.0% | +947.4% | +789.4% |
| 5Y | +179.3% | +18.8% | +160.5% | +140.7% |
| All | +179.3% | +19.7% | +159.6% | +140.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 BX 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