+250.7%
HOOD vs BX
+42.3%
+208.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -1.2% |
| 7D | +17.1% | -4.4% | +21.5% | +21.5% |
| 30D | +31.6% | +0.1% | +31.5% | +31.5% |
| 3M | +38.2% | +16.0% | +22.2% | +21.0% |
| 6M | +48.5% | +21.6% | +26.9% | +24.9% |
| YTD | +8.0% | -8.9% | +16.9% | +15.2% |
| 1Y | +18.7% | -16.6% | +35.3% | +35.5% |
| 3Y | +999.1% | +43.3% | +955.8% | +714.9% |
| 5Y | +181.7% | +25.7% | +156.0% | +123.8% |
| All | +250.7% | +42.3% | +208.4% | +109.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling