+135.8%
HOOD vs USB
+23.7%
+112.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.9% | +0.1% | +0.6% |
| 7D | -4.4% | +2.4% | -6.8% | -6.0% |
| 30D | -23.4% | +6.6% | -30.0% | -27.0% |
| 3M | -6.5% | -4.1% | -2.4% | -3.7% |
| 6M | +14.2% | +12.5% | +1.7% | +4.1% |
| YTD | -22.7% | +17.6% | -40.4% | -31.7% |
| 1Y | -36.1% | +36.5% | -72.6% | -49.3% |
| 3Y | +802.1% | +95.4% | +706.7% | +487.4% |
| 5Y | +135.8% | +26.1% | +109.7% | +99.5% |
| All | +135.8% | +23.7% | +112.1% | +99.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling