+189.8%
HOOD vs U
-68.9%
+258.7%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.7% |
| 7D | +17.1% | -3.8% | +20.9% | +19.3% |
| 30D | +31.6% | +17.5% | +14.1% | +21.5% |
| 3M | +38.2% | +38.7% | -0.5% | +17.7% |
| 6M | +48.5% | +104.4% | -55.9% | +5.5% |
| YTD | +8.0% | -5.7% | +13.6% | +3.6% |
| 1Y | +18.7% | +3.7% | +15.0% | +7.6% |
| 3Y | +999.1% | +12.3% | +986.8% | +760.9% |
| All | +189.8% | -68.9% | +258.7% | +283.3% |
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