+877.7%
HOOD vs USAR
+74.0%
+803.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -2.0% |
| 7D | +17.1% | -2.1% | +19.2% | +17.4% |
| 30D | +31.6% | +2.6% | +29.0% | +31.3% |
| 3M | +38.2% | -35.0% | +73.3% | +43.2% |
| 6M | +48.5% | -6.9% | +55.4% | +48.6% |
| YTD | +8.0% | +48.0% | -40.0% | +5.3% |
| 1Y | +18.7% | +24.8% | -6.1% | +16.7% |
| 3Y | +999.1% | +73.2% | +925.9% | +795.4% |
| All | +877.7% | +74.0% | +803.7% | +659.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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