+122.7%
HOOD vs U
-73.3%
+196.0%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +5.2% | -9.5% | -6.6% |
| 7D | -3.8% | +2.6% | -6.3% | -5.0% |
| 30D | -23.0% | +27.6% | -50.5% | -31.9% |
| 3M | -21.6% | +15.3% | -37.0% | -28.0% |
| 6M | +1.4% | +96.4% | -94.9% | -27.6% |
| YTD | -31.2% | +19.6% | -50.7% | -41.8% |
| 1Y | -35.9% | +42.1% | -78.0% | -50.1% |
| 3Y | +836.9% | +87.5% | +749.4% | +470.1% |
| All | +122.7% | -73.3% | +196.0% | +231.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling