+175.3%
HOOD vs UNH
+1.6%
+173.6%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -1.5% |
| 7D | -9.1% | -3.2% | -6.0% | -8.7% |
| 30D | +20.1% | -3.5% | +23.5% | +20.7% |
| 3M | +31.2% | -4.2% | +35.4% | +32.0% |
| 6M | +44.3% | +38.3% | +6.0% | +35.9% |
| YTD | +0.2% | +19.2% | -19.0% | -3.9% |
| 1Y | -3.5% | +15.0% | -18.5% | -6.8% |
| 3Y | +955.2% | -14.5% | +969.7% | +927.0% |
| 5Y | +175.3% | +4.6% | +170.7% | +140.8% |
| All | +175.3% | +1.6% | +173.6% | +140.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling