+122.7%
HOOD vs UUUU
-40.6%
+163.3%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.3% | -2.9% | -3.8% |
| 7D | -3.8% | -1.1% | -2.7% | -3.6% |
| 30D | -23.0% | -21.0% | -2.0% | -16.7% |
| 3M | -21.6% | -54.8% | +33.2% | +1.8% |
| 6M | +1.4% | -67.3% | +68.8% | +44.4% |
| YTD | -31.2% | -54.7% | +23.5% | -15.0% |
| 1Y | -35.9% | -57.4% | +21.5% | -19.8% |
| 3Y | +836.9% | -19.6% | +856.6% | +690.5% |
| All | +122.7% | -40.6% | +163.3% | +76.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling