-38.8%
HOOD vs UNP
+38.2%
-77.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.7% | -4.5% | -3.7% |
| 7D | +3.8% | +2.1% | +1.7% | +4.2% |
| 30D | -26.4% | +7.7% | -34.1% | -24.8% |
| 3M | -14.3% | +4.0% | -18.3% | -13.1% |
| 6M | +3.9% | +15.7% | -11.7% | +7.9% |
| YTD | -28.1% | +33.5% | -61.6% | -25.4% |
| 1Y | -38.8% | +38.9% | -77.8% | -42.5% |
| All | -38.8% | +38.2% | -77.0% | -42.5% |
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 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