+18.7%
HOOD vs UMC
+209.4%
-190.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.6% | -6.7% | -3.0% |
| 7D | +17.1% | +5.0% | +12.2% | +15.8% |
| 30D | +31.6% | +7.7% | +23.9% | +29.4% |
| 3M | +38.2% | +1.7% | +36.6% | +34.8% |
| 6M | +48.5% | +113.9% | -65.4% | +18.5% |
| YTD | +8.0% | +168.9% | -160.9% | -29.2% |
| 1Y | +18.7% | +207.2% | -188.5% | -30.2% |
| All | +18.7% | +209.4% | -190.8% | -30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UMC.
Daily Out/Under-Performance
Portfolio return minus UMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UMC 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 UMC 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