+250.7%
HOOD vs UPS
-32.5%
+283.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.5% |
| 7D | +17.1% | -2.9% | +20.0% | +19.0% |
| 30D | +31.6% | -3.5% | +35.1% | +34.2% |
| 3M | +38.2% | -5.7% | +44.0% | +41.5% |
| 6M | +48.5% | -4.4% | +52.9% | +49.4% |
| YTD | +8.0% | +8.0% | -0.1% | -0.1% |
| 1Y | +18.7% | +29.0% | -10.4% | -2.2% |
| 3Y | +999.1% | -27.7% | +1,026.8% | +1,150.8% |
| 5Y | +181.7% | -34.3% | +216.0% | +231.7% |
| All | +250.7% | -32.5% | +283.2% | +400.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling