+352.1%
HOOD vs MUU
+2,789.9%
-2,437.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.5% | -7.3% | -2.8% |
| 7D | +7.7% | +15.0% | -7.3% | +4.8% |
| 30D | +22.0% | +36.8% | -14.8% | +14.4% |
| 3M | +37.6% | -8.5% | +46.1% | +27.3% |
| 6M | +45.3% | +320.7% | -275.5% | -17.0% |
| YTD | +1.9% | +599.7% | -597.8% | -53.3% |
| 1Y | -2.7% | +2,569.2% | -2,571.9% | -73.4% |
| All | +352.1% | +2,789.9% | -2,437.8% | -1.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling