+1,037.0%
HOOD vs UNP
+45.7%
+991.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.2% |
| 7D | +17.1% | -5.3% | +22.5% | +20.2% |
| 30D | +31.6% | -1.5% | +33.1% | +32.6% |
| 3M | +38.2% | +10.3% | +28.0% | +30.1% |
| 6M | +48.5% | +9.7% | +38.9% | +39.1% |
| YTD | +8.0% | +27.1% | -19.1% | -10.2% |
| 1Y | +18.7% | +32.6% | -13.9% | -5.2% |
| All | +1,037.0% | +45.7% | +991.3% | +740.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling