+237.0%
HOOD vs MUB
+1.6%
+235.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | 0.0% | -3.9% | -3.9% |
| 7D | +13.4% | -0.3% | +13.7% | +13.9% |
| 30D | +25.8% | -1.5% | +27.3% | +29.5% |
| 3M | +38.0% | -1.9% | +39.9% | +43.2% |
| 6M | +52.2% | -1.7% | +53.9% | +57.7% |
| YTD | +3.7% | -0.8% | +4.5% | +6.0% |
| 1Y | +0.1% | +1.5% | -1.4% | -1.5% |
| 3Y | +992.6% | +8.8% | +983.8% | +831.4% |
| 5Y | +193.0% | +2.0% | +191.0% | +146.5% |
| All | +237.0% | +1.6% | +235.3% | +251.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling