+113.0%
HOOD vs UNP
+35.3%
+77.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.6% | +5.8% | +4.5% |
| 7D | -4.8% | -4.6% | -0.2% | -2.4% |
| 30D | -26.1% | +5.6% | -31.8% | -28.3% |
| 3M | -10.8% | -1.3% | -9.5% | -10.3% |
| 6M | +2.4% | +9.2% | -6.9% | -4.1% |
| YTD | -28.5% | +27.3% | -55.8% | -39.9% |
| 1Y | -36.3% | +35.9% | -72.2% | -48.9% |
| 3Y | +743.7% | +45.5% | +698.2% | +550.7% |
| All | +113.0% | +35.3% | +77.7% | +57.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling