-2.7%
HOOD vs UNP
+33.7%
-36.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.5% | -2.0% |
| 7D | +7.7% | -1.7% | +9.5% | +7.4% |
| 30D | +22.0% | -2.1% | +24.1% | +21.7% |
| 3M | +37.6% | +5.4% | +32.2% | +40.0% |
| 6M | +45.3% | +13.4% | +31.9% | +46.9% |
| YTD | +1.9% | +25.0% | -23.0% | +2.5% |
| 1Y | -2.7% | +34.6% | -37.3% | -1.2% |
| All | -2.7% | +33.7% | -36.4% | -1.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling