+142.9%
HOOD vs SPXU
-86.9%
+229.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.9% | +7.9% | +1.1% |
| 7D | -3.2% | +1.5% | -4.8% | -0.6% |
| 30D | -22.6% | +6.4% | -28.9% | -16.8% |
| 3M | -10.4% | +4.2% | -14.6% | -3.8% |
| 6M | +4.7% | -7.8% | +12.5% | +5.5% |
| YTD | -25.2% | -27.5% | +2.3% | -33.4% |
| 1Y | -35.9% | -27.1% | -8.7% | -41.8% |
| 3Y | +927.7% | -80.8% | +1,008.5% | +438.9% |
| 5Y | +147.5% | -84.1% | +231.6% | +60.5% |
| All | +142.9% | -86.9% | +229.8% | +66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling