-38.4%
HOOD vs U
+18.8%
-57.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.1% | -0.3% | -1.7% |
| 7D | -5.1% | +24.4% | -29.4% | -13.1% |
| 30D | -25.4% | +7.4% | -32.8% | -27.7% |
| 3M | -14.0% | +16.8% | -30.8% | -19.6% |
| 6M | +5.6% | +78.8% | -73.2% | -17.6% |
| YTD | -28.1% | +14.0% | -42.1% | -38.7% |
| All | -38.4% | +18.8% | -57.1% | -50.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling