+231.1%
HOOD vs UNP
+46.8%
+184.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.5% | -1.1% |
| 7D | +7.7% | -1.7% | +9.5% | +8.6% |
| 30D | +22.0% | -2.1% | +24.1% | +23.3% |
| 3M | +37.6% | +5.4% | +32.2% | +33.1% |
| 6M | +45.3% | +13.4% | +31.9% | +33.5% |
| YTD | +1.9% | +25.0% | -23.0% | -12.1% |
| 1Y | -2.7% | +34.6% | -37.3% | -20.1% |
| 3Y | +973.4% | +43.6% | +929.7% | +758.1% |
| 5Y | +179.3% | +51.7% | +127.5% | +128.2% |
| All | +231.1% | +46.8% | +184.3% | +155.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 10y: compounded portfolio wealth divided by compounded UNP 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…
10y analysis · Full analysis span regression · 6 months rolling