+125.1%
HOOD vs USB
+32.6%
+92.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -2.1% | -8.2% | -8.8% |
| 7D | -14.4% | -1.5% | -12.9% | -13.3% |
| 30D | -30.0% | +4.3% | -34.3% | -32.1% |
| 3M | -15.5% | -6.1% | -9.5% | -11.6% |
| 6M | +1.8% | +9.4% | -7.6% | -5.1% |
| YTD | -30.7% | +15.2% | -45.9% | -37.6% |
| 1Y | -45.0% | +32.8% | -77.7% | -55.2% |
| 3Y | +709.0% | +91.3% | +617.7% | +439.6% |
| 5Y | +111.8% | +22.7% | +89.1% | +81.6% |
| All | +125.1% | +32.6% | +92.5% | +101.3% |
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