+132.4%
HOOD vs USB
+32.0%
+100.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.5% | +3.7% | +3.6% |
| 7D | -4.8% | 0.0% | -4.8% | -4.7% |
| 30D | -26.1% | +5.8% | -32.0% | -29.1% |
| 3M | -10.8% | -6.0% | -4.8% | -6.7% |
| 6M | +2.4% | +7.8% | -5.4% | -3.5% |
| YTD | -28.5% | +14.6% | -43.1% | -35.3% |
| 1Y | -36.3% | +31.8% | -68.1% | -47.9% |
| 3Y | +743.7% | +91.5% | +652.2% | +462.9% |
| 5Y | +118.6% | +22.0% | +96.6% | +88.1% |
| All | +132.4% | +32.0% | +100.4% | +108.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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