+111.8%
HOOD vs SUI
-25.7%
+137.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | +0.7% | -11.0% | -10.7% |
| 7D | -14.4% | +8.8% | -23.2% | -18.7% |
| 30D | -30.0% | +8.9% | -38.9% | -33.9% |
| 3M | -15.5% | +2.0% | -17.6% | -17.2% |
| 6M | +1.8% | -0.6% | +2.4% | +0.4% |
| YTD | -30.7% | +1.3% | -32.0% | -32.6% |
| 1Y | -45.0% | +1.3% | -46.2% | -46.5% |
| 3Y | +709.0% | +16.3% | +692.7% | +569.8% |
| 5Y | +111.8% | -25.1% | +136.9% | +163.8% |
| All | +111.8% | -25.7% | +137.5% | +163.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling