+250.7%
HOOD vs U
-61.4%
+312.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +21.6% |
| 3M | +38.2% | +38.7% | -0.5% | +17.9% |
| 6M | +48.5% | +104.4% | -55.9% | +5.9% |
| YTD | +8.0% | -5.7% | +13.6% | +3.7% |
| 1Y | +18.7% | +3.7% | +15.0% | +7.7% |
| 3Y | +999.1% | +12.3% | +986.8% | +764.3% |
| 5Y | +181.7% | -68.8% | +250.5% | +261.0% |
| All | +250.7% | -61.4% | +312.1% | +343.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling