+743.7%
HOOD vs UL
+35.9%
+707.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.5% | +5.7% | +2.4% |
| 7D | -4.8% | +1.1% | -5.9% | -4.4% |
| 30D | -26.1% | +8.2% | -34.3% | -24.2% |
| 3M | -10.8% | +4.5% | -15.4% | -9.4% |
| 6M | +2.4% | +12.6% | -10.2% | +7.1% |
| YTD | -28.5% | +3.5% | -32.0% | -27.4% |
| 1Y | -36.3% | -0.4% | -35.9% | -35.9% |
| 3Y | +743.7% | +36.0% | +707.7% | +792.3% |
| All | +743.7% | +35.9% | +707.8% | +792.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling