+1,028.6%
HOOD vs USB
+95.2%
+933.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -1.9% |
| 7D | +17.1% | +1.4% | +15.7% | +15.8% |
| 30D | +31.6% | -1.3% | +32.9% | +33.0% |
| 3M | +38.2% | +15.2% | +23.0% | +20.5% |
| 6M | +48.5% | +18.8% | +29.7% | +25.8% |
| YTD | +8.0% | +21.0% | -13.0% | -9.9% |
| 1Y | +18.7% | +34.0% | -15.4% | -10.0% |
| All | +1,028.6% | +95.2% | +933.4% | +561.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling