+132.4%
HOOD vs MUB
+2.8%
+129.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.1% | +3.1% | +3.1% |
| 7D | -4.8% | +0.7% | -5.5% | -6.0% |
| 30D | -26.1% | +4.4% | -30.5% | -31.6% |
| 3M | -10.8% | -0.2% | -10.6% | -10.4% |
| 6M | +2.4% | -0.6% | +3.0% | +3.9% |
| YTD | -28.5% | +0.3% | -28.8% | -28.3% |
| 1Y | -36.3% | +0.8% | -37.1% | -36.6% |
| 3Y | +743.7% | +12.0% | +731.7% | +578.7% |
| 5Y | +118.6% | +3.4% | +115.2% | +62.4% |
| All | +132.4% | +2.8% | +129.6% | +138.1% |
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 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