+139.3%
HOOD vs U
-52.4%
+191.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.1% | +3.1% | +3.0% |
| 7D | -0.6% | +32.3% | -32.9% | -13.3% |
| 30D | -23.6% | +9.7% | -33.3% | -27.5% |
| 3M | -10.7% | +19.6% | -30.3% | -18.9% |
| 6M | +8.2% | +82.6% | -74.5% | -19.7% |
| YTD | -26.3% | +16.4% | -42.8% | -36.7% |
| 1Y | -36.1% | +28.5% | -64.6% | -47.5% |
| 3Y | +950.7% | +103.8% | +846.9% | +524.1% |
| 5Y | +127.0% | -70.0% | +197.1% | +173.0% |
| All | +139.3% | -52.4% | +191.7% | +170.6% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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