+743.7%
HOOD vs URI
+138.8%
+604.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.1% | +2.1% | +2.6% |
| 7D | -4.8% | -9.8% | +5.0% | +0.5% |
| 30D | -26.1% | +1.7% | -27.9% | -26.7% |
| 3M | -10.8% | -9.1% | -1.7% | -6.7% |
| 6M | +2.4% | +9.9% | -7.5% | -4.9% |
| YTD | -28.5% | +31.2% | -59.7% | -43.4% |
| 1Y | -36.3% | +25.9% | -62.3% | -47.9% |
| 3Y | +743.7% | +147.4% | +596.3% | +386.1% |
| All | +743.7% | +138.8% | +604.9% | +386.1% |
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