+237.0%
HOOD vs U
-60.4%
+297.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.6% | -6.5% | -5.0% |
| 7D | +13.4% | +4.5% | +8.9% | +11.3% |
| 30D | +25.8% | -0.6% | +26.4% | +26.0% |
| 3M | +38.0% | +48.4% | -10.5% | +14.1% |
| 6M | +52.2% | +115.4% | -63.2% | +6.0% |
| YTD | +3.7% | -3.2% | +7.0% | -1.6% |
| 1Y | +0.1% | -6.0% | +6.1% | -5.0% |
| 3Y | +992.6% | +13.5% | +979.1% | +756.4% |
| 5Y | +193.0% | -68.0% | +261.0% | +270.7% |
| All | +237.0% | -60.4% | +297.4% | +320.6% |
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