+179.3%
HOOD vs UUUU
+132.1%
+47.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.6% |
| 7D | +7.7% | +1.8% | +5.9% | +7.1% |
| 30D | +22.0% | +1.8% | +20.1% | +21.5% |
| 3M | +37.6% | +1.3% | +36.4% | +36.6% |
| 6M | +45.3% | -26.8% | +72.1% | +57.0% |
| YTD | +1.9% | +0.1% | +1.9% | -2.6% |
| 1Y | -2.7% | +11.2% | -14.0% | -15.3% |
| 3Y | +973.4% | +97.7% | +875.7% | +585.1% |
| 5Y | +179.3% | +127.3% | +51.9% | +66.5% |
| All | +179.3% | +132.1% | +47.2% | +66.5% |
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 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