+223.3%
HOOD vs URI
+223.6%
-0.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -7.8% | -2.1% | -5.8% | -6.8% |
| 30D | +18.6% | -12.4% | +31.0% | +27.4% |
| 3M | +22.1% | -7.3% | +29.3% | +25.0% |
| 6M | +43.1% | +27.2% | +15.9% | +16.7% |
| YTD | -0.5% | +23.0% | -23.4% | -18.8% |
| 1Y | -4.4% | +3.9% | -8.3% | -12.9% |
| 3Y | +938.5% | +121.6% | +816.8% | +471.2% |
| 5Y | +173.4% | +201.1% | -27.6% | +18.1% |
| All | +223.3% | +223.6% | -0.3% | +55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling