+250.7%
HOOD vs UNH
+5.4%
+245.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.1% | -1.9% |
| 7D | +17.1% | +1.1% | +16.1% | +16.9% |
| 30D | +31.6% | -3.8% | +35.4% | +32.4% |
| 3M | +38.2% | +0.7% | +37.5% | +37.9% |
| 6M | +48.5% | +37.9% | +10.7% | +39.3% |
| YTD | +8.0% | +21.9% | -14.0% | +2.9% |
| 1Y | +18.7% | +31.4% | -12.7% | +12.0% |
| 3Y | +999.1% | -11.4% | +1,010.5% | +956.5% |
| 5Y | +181.7% | +2.5% | +179.2% | +142.7% |
| All | +250.7% | +5.4% | +245.3% | +187.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling