+48.5%
HOOD vs MUU
+299.2%
-250.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +11.6% | -13.7% | -3.0% |
| 7D | +17.1% | +17.4% | -0.3% | +15.5% |
| 30D | +31.6% | +24.0% | +7.6% | +29.1% |
| 3M | +38.2% | -23.9% | +62.1% | +34.5% |
| 6M | +48.5% | +284.4% | -235.9% | +9.3% |
| All | +48.5% | +299.2% | -250.7% | +9.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling