+18.7%
HOOD vs UL
-8.6%
+27.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.1% |
| 7D | +17.1% | -1.3% | +18.5% | +16.6% |
| 30D | +31.6% | +0.5% | +31.1% | +31.6% |
| 3M | +38.2% | +17.6% | +20.6% | +46.8% |
| 6M | +48.5% | -5.4% | +53.9% | +40.8% |
| YTD | +8.0% | +0.7% | +7.3% | +6.6% |
| 1Y | +18.7% | -9.3% | +27.9% | +38.6% |
| All | +18.7% | -8.6% | +27.3% | +38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 1y: compounded portfolio wealth divided by compounded UL 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…
1y analysis · Full analysis span regression · 6 months rolling