+743.7%
HOOD vs URA
+36.0%
+707.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.4% | -1.2% | +0.2% |
| 7D | -4.8% | -4.1% | -0.7% | -1.8% |
| 30D | -26.1% | -19.0% | -7.1% | -14.4% |
| 3M | -10.8% | -25.1% | +14.3% | +9.2% |
| 6M | +2.4% | -44.5% | +46.8% | +51.7% |
| YTD | -28.5% | -24.3% | -4.1% | -14.8% |
| 1Y | -36.3% | -28.1% | -8.2% | -21.3% |
| 3Y | +743.7% | +40.7% | +703.0% | +599.8% |
| All | +743.7% | +36.0% | +707.7% | +599.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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