+250.7%
HOOD vs MUB
+1.7%
+249.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | +17.1% | -0.9% | +18.0% | +18.9% |
| 30D | +31.6% | -1.4% | +33.0% | +35.2% |
| 3M | +38.2% | -2.2% | +40.4% | +44.0% |
| 6M | +48.5% | -1.9% | +50.4% | +54.3% |
| YTD | +8.0% | -0.8% | +8.7% | +10.2% |
| 1Y | +18.7% | +2.7% | +15.9% | +14.8% |
| 3Y | +999.1% | +8.6% | +990.5% | +840.5% |
| 5Y | +181.7% | +2.0% | +179.6% | +144.4% |
| All | +250.7% | +1.7% | +249.0% | +266.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling