+992.6%
HOOD vs UPS
-26.6%
+1,019.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.8% | -2.1% | -3.3% |
| 7D | +13.4% | -2.1% | +15.5% | +14.3% |
| 30D | +25.8% | -2.3% | +28.1% | +26.9% |
| 3M | +38.0% | -5.2% | +43.2% | +39.8% |
| 6M | +52.2% | +1.4% | +50.8% | +49.4% |
| YTD | +3.7% | +6.1% | -2.4% | -1.0% |
| 1Y | +0.1% | +27.0% | -26.9% | -12.2% |
| 3Y | +992.6% | -25.9% | +1,018.5% | +1,026.8% |
| All | +992.6% | -26.6% | +1,019.1% | +1,026.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling