-40.5%
HOOD vs MUB
+0.8%
-41.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.1% | +3.1% | +3.0% |
| 7D | -4.8% | +0.7% | -5.5% | -6.6% |
| 30D | -26.1% | +4.4% | -30.5% | -35.7% |
| 3M | -10.8% | -0.2% | -10.6% | -4.2% |
| 6M | +2.4% | -0.6% | +3.0% | +13.3% |
| YTD | -28.5% | +0.3% | -28.8% | -25.3% |
| All | -40.5% | +0.8% | -41.2% | -39.1% |
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