+231.1%
HOOD vs SPXU
-86.9%
+318.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.4% | -3.2% | -0.7% |
| 7D | +7.7% | +1.3% | +6.5% | +9.2% |
| 30D | +22.0% | +5.1% | +16.8% | +27.7% |
| 3M | +37.6% | -9.1% | +46.7% | +31.5% |
| 6M | +45.3% | -29.6% | +74.9% | +20.0% |
| YTD | +1.9% | -27.7% | +29.6% | -12.2% |
| 1Y | -2.7% | -37.0% | +34.2% | -21.0% |
| 3Y | +973.4% | -80.2% | +1,053.5% | +464.0% |
| 5Y | +179.3% | -86.0% | +265.3% | +64.0% |
| All | +231.1% | -86.9% | +318.0% | +119.8% |
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