+193.0%
HOOD vs UNP
+51.4%
+141.6%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.4% | -3.5% | -3.7% |
| 7D | +13.4% | -0.7% | +14.1% | +13.8% |
| 30D | +25.8% | -1.1% | +26.9% | +26.6% |
| 3M | +38.0% | +7.9% | +30.1% | +31.6% |
| 6M | +52.2% | +14.6% | +37.6% | +38.3% |
| YTD | +3.7% | +26.6% | -22.8% | -12.0% |
| 1Y | +0.1% | +35.6% | -35.5% | -19.1% |
| 3Y | +992.6% | +45.5% | +947.1% | +752.3% |
| 5Y | +193.0% | +50.0% | +143.0% | +123.5% |
| All | +193.0% | +51.4% | +141.6% | +123.5% |
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 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