-36.1%
HOOD vs UNH
+28.3%
-64.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.2% | +0.8% | +1.8% |
| 7D | -4.4% | +0.6% | -5.0% | -4.5% |
| 30D | -23.4% | +8.1% | -31.5% | -24.7% |
| 3M | -6.5% | +1.1% | -7.6% | -6.8% |
| 6M | +14.2% | +11.7% | +2.5% | +10.9% |
| YTD | -22.7% | +26.5% | -49.2% | -30.6% |
| 1Y | -36.1% | +27.0% | -63.1% | -43.2% |
| All | -36.1% | +28.3% | -64.4% | -43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UNH.
Daily Out/Under-Performance
Portfolio return minus UNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNH 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 UNH 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