-35.9%
HOOD vs MUU
+361.4%
-397.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +24.2% | -20.2% | +1.3% |
| 7D | -3.2% | -2.5% | -0.7% | -3.8% |
| 30D | -22.6% | -39.7% | +17.2% | -19.7% |
| 3M | -10.4% | -27.4% | +17.0% | -9.1% |
| 6M | +4.7% | -38.4% | +43.1% | 0.0% |
| YTD | -25.2% | +276.4% | -301.7% | -48.8% |
| 1Y | -35.9% | +390.7% | -426.6% | -59.7% |
| All | -35.9% | +361.4% | -397.2% | -59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 MUU 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