+3.9%
HOOD vs MUU
-37.0%
+41.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.3% | -0.5% | -3.5% |
| 7D | +3.8% | +43.7% | -39.9% | -0.1% |
| 30D | -26.4% | -37.2% | +10.9% | -24.4% |
| 3M | -14.3% | -36.1% | +21.8% | -12.3% |
| 6M | +3.9% | -35.7% | +39.7% | +2.1% |
| All | +3.9% | -37.0% | +41.0% | +2.1% |
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