+113.0%
HOOD vs U
-66.8%
+179.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +5.5% | -2.3% | +0.8% |
| 7D | -4.8% | +36.6% | -41.4% | -18.3% |
| 30D | -26.1% | +13.3% | -39.4% | -31.0% |
| 3M | -10.8% | +26.2% | -37.0% | -21.1% |
| 6M | +2.4% | +88.7% | -86.4% | -25.5% |
| YTD | -28.5% | +16.6% | -45.0% | -38.7% |
| 1Y | -36.3% | +29.0% | -65.3% | -47.9% |
| 3Y | +743.7% | +99.5% | +644.2% | +401.7% |
| All | +113.0% | -66.8% | +179.8% | +175.4% |
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