+123.6%
HOOD vs UUUU
+18.1%
+105.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.3% | -2.9% | -3.9% |
| 7D | -3.8% | -1.1% | -2.7% | -3.6% |
| 30D | -23.0% | -21.0% | -2.0% | -17.1% |
| 3M | -21.6% | -54.8% | +33.2% | 0.0% |
| 6M | +1.4% | -67.3% | +68.8% | +41.0% |
| YTD | -31.2% | -54.7% | +23.5% | -15.9% |
| 1Y | -35.9% | -57.4% | +21.5% | -20.7% |
| 3Y | +836.9% | -19.6% | +856.6% | +716.3% |
| 5Y | +121.1% | -40.0% | +161.2% | +73.1% |
| All | +123.6% | +18.1% | +105.5% | +103.5% |
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