-36.1%
HOOD vs UPS
+29.9%
-66.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.7% | -2.7% | +1.5% |
| 7D | -4.4% | +8.2% | -12.6% | -5.2% |
| 30D | -23.4% | +22.7% | -46.1% | -24.9% |
| 3M | -6.5% | +6.4% | -13.0% | -7.4% |
| 6M | +14.2% | +22.6% | -8.4% | +13.3% |
| YTD | -22.7% | +20.7% | -43.4% | -26.0% |
| 1Y | -36.1% | +30.6% | -66.7% | -41.3% |
| All | -36.1% | +29.9% | -66.0% | -41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 UPS 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