+992.6%
HOOD vs UNH
-11.7%
+1,004.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.9% | -4.8% | -4.0% |
| 7D | +13.4% | +1.1% | +12.2% | +13.2% |
| 30D | +25.8% | -1.5% | +27.3% | +26.0% |
| 3M | +38.0% | -0.8% | +38.8% | +38.0% |
| 6M | +52.2% | +41.8% | +10.4% | +44.9% |
| YTD | +3.7% | +23.1% | -19.3% | -0.1% |
| 1Y | +0.1% | +28.5% | -28.5% | -3.7% |
| 3Y | +992.6% | -11.8% | +1,004.3% | +1,011.5% |
| All | +992.6% | -11.7% | +1,004.2% | +1,011.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling