+123.6%
HOOD vs SUI
-27.0%
+150.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.9% | -5.2% | -4.8% |
| 7D | -3.8% | -1.5% | -2.3% | -3.0% |
| 30D | -23.0% | +3.7% | -26.7% | -25.0% |
| 3M | -21.6% | -0.4% | -21.3% | -22.1% |
| 6M | +1.4% | -2.8% | +4.2% | +1.2% |
| YTD | -31.2% | -1.6% | -29.5% | -31.8% |
| 1Y | -35.9% | -2.1% | -33.9% | -36.5% |
| 3Y | +836.9% | +18.5% | +818.5% | +669.2% |
| 5Y | +121.1% | -26.5% | +147.6% | +163.7% |
| All | +123.6% | -27.0% | +150.7% | +229.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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