+1,028.6%
HOOD vs URI
+113.1%
+915.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.6% | -3.7% | -2.9% |
| 7D | +17.1% | -2.0% | +19.1% | +18.3% |
| 30D | +31.6% | -12.9% | +44.5% | +41.1% |
| 3M | +38.2% | -6.7% | +45.0% | +41.1% |
| 6M | +48.5% | +19.0% | +29.5% | +28.0% |
| YTD | +8.0% | +25.5% | -17.6% | -12.6% |
| 1Y | +18.7% | +5.5% | +13.1% | +8.5% |
| All | +1,028.6% | +113.1% | +915.4% | +521.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling