-36.1%
HOOD vs UL
+1.7%
-37.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.3% | -1.2% | +3.0% |
| 7D | -4.4% | +4.7% | -9.1% | -3.0% |
| 30D | -23.4% | +11.6% | -35.0% | -20.9% |
| 3M | -6.5% | +5.3% | -11.8% | -4.9% |
| 6M | +14.2% | +16.0% | -1.9% | +20.7% |
| YTD | -22.7% | +5.0% | -27.7% | -23.1% |
| 1Y | -36.1% | +1.1% | -37.2% | -36.7% |
| All | -36.1% | +1.7% | -37.8% | -36.7% |
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