+132.4%
HOOD vs UAL
+127.4%
+5.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.0% | +1.2% | +2.1% |
| 7D | -4.8% | +8.2% | -13.0% | -8.8% |
| 30D | -26.1% | +2.3% | -28.4% | -27.1% |
| 3M | -10.8% | -12.7% | +1.9% | -4.3% |
| 6M | +2.4% | +12.7% | -10.3% | -6.1% |
| YTD | -28.5% | +0.8% | -29.3% | -31.3% |
| 1Y | -36.3% | +17.8% | -54.1% | -43.8% |
| 3Y | +743.7% | +206.7% | +537.0% | +342.9% |
| 5Y | +118.6% | +113.9% | +4.7% | +15.4% |
| All | +132.4% | +127.4% | +5.0% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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