-36.1%
HOOD vs MUB
+0.1%
-36.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +0.8% |
| 7D | -4.4% | +0.6% | -5.0% | -5.9% |
| 30D | -23.4% | +3.2% | -26.6% | -30.4% |
| 3M | -6.5% | -1.1% | -5.5% | +2.2% |
| 6M | +14.2% | -1.1% | +15.3% | +26.2% |
| YTD | -22.7% | -0.5% | -22.3% | -14.6% |
| 1Y | -36.1% | 0.0% | -36.1% | -28.9% |
| All | -36.1% | +0.1% | -36.2% | -28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 1y: compounded portfolio wealth divided by compounded MUB 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…
1y analysis · Full analysis span regression · 6 months rolling