+223.3%
HOOD vs UUUU
+132.1%
+91.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.0% | +4.3% | +0.9% |
| 7D | -7.8% | -10.5% | +2.7% | -4.7% |
| 30D | +18.6% | -10.5% | +29.1% | +22.9% |
| 3M | +22.1% | -14.1% | +36.2% | +27.5% |
| 6M | +43.1% | -35.5% | +78.5% | +60.3% |
| YTD | -0.5% | -10.9% | +10.5% | -1.1% |
| 1Y | -4.4% | +3.4% | -7.8% | -14.3% |
| 3Y | +938.5% | +73.1% | +865.3% | +606.0% |
| 5Y | +173.4% | +87.1% | +86.3% | +83.8% |
| All | +223.3% | +132.1% | +91.2% | +139.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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