+142.9%
HOOD vs MA
+75.9%
+67.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.3% | +3.7% | +3.8% |
| 7D | -3.2% | -1.8% | -1.5% | -1.6% |
| 30D | -22.6% | +11.0% | -33.6% | -29.3% |
| 3M | -10.4% | +17.9% | -28.2% | -22.5% |
| 6M | +4.7% | +33.2% | -28.4% | -20.1% |
| YTD | -25.2% | +16.5% | -41.7% | -36.3% |
| 1Y | -35.9% | +19.1% | -55.0% | -46.9% |
| 3Y | +927.7% | +70.6% | +857.1% | +514.7% |
| 5Y | +147.5% | +92.1% | +55.4% | +33.1% |
| All | +142.9% | +75.9% | +67.0% | +16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MA.
Daily Out/Under-Performance
Portfolio return minus MA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MA 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 MA 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