+125.1%
HOOD vs URI
+241.5%
-116.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -7.1% | -3.2% | -6.3% |
| 7D | -14.4% | -12.9% | -1.5% | -7.4% |
| 30D | -30.0% | -3.4% | -26.6% | -28.6% |
| 3M | -15.5% | -10.0% | -5.5% | -10.8% |
| 6M | +1.8% | +12.2% | -10.4% | -7.2% |
| YTD | -30.7% | +29.8% | -60.4% | -45.2% |
| 1Y | -45.0% | +24.6% | -69.6% | -55.2% |
| 3Y | +709.0% | +137.6% | +571.4% | +327.5% |
| 5Y | +111.8% | +176.6% | -64.8% | -11.2% |
| All | +125.1% | +241.5% | -116.3% | +4.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling