+237.0%
HOOD vs UUUU
+162.0%
+75.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.0% | -4.9% | -4.2% |
| 7D | +13.4% | +2.8% | +10.5% | +12.4% |
| 30D | +25.8% | +3.4% | +22.4% | +24.7% |
| 3M | +38.0% | -3.9% | +41.9% | +39.1% |
| 6M | +52.2% | -23.2% | +75.4% | +61.9% |
| YTD | +3.7% | +0.6% | +3.2% | -0.7% |
| 1Y | +0.1% | +22.9% | -22.8% | -15.1% |
| 3Y | +992.6% | +98.6% | +893.9% | +612.1% |
| 5Y | +193.0% | +130.2% | +62.7% | +95.4% |
| All | +237.0% | +162.0% | +75.0% | +140.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling