+250.7%
HOOD vs SPXU
-87.3%
+338.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.4% | -1.2% |
| 7D | +17.1% | -0.1% | +17.2% | +17.5% |
| 30D | +31.6% | +0.8% | +30.8% | +33.5% |
| 3M | +38.2% | -4.7% | +42.9% | +37.3% |
| 6M | +48.5% | -29.6% | +78.2% | +22.8% |
| YTD | +8.0% | -29.9% | +37.8% | -9.1% |
| 1Y | +18.7% | -39.1% | +57.7% | -6.0% |
| 3Y | +999.1% | -80.0% | +1,079.1% | +477.6% |
| 5Y | +181.7% | -86.0% | +267.7% | +53.9% |
| All | +250.7% | -87.3% | +338.0% | +127.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling