+139.3%
HOOD vs MA
+74.6%
+64.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.5% | +2.5% | +2.6% |
| 7D | -0.6% | -0.3% | -0.3% | -0.2% |
| 30D | -23.6% | +11.3% | -34.9% | -30.4% |
| 3M | -10.7% | +16.7% | -27.4% | -22.1% |
| 6M | +8.2% | +32.8% | -24.6% | -17.3% |
| YTD | -26.3% | +15.6% | -41.9% | -36.9% |
| 1Y | -36.1% | +19.6% | -55.7% | -47.4% |
| 3Y | +950.7% | +72.1% | +878.6% | +523.2% |
| 5Y | +127.0% | +96.0% | +31.0% | +22.7% |
| All | +139.3% | +74.6% | +64.7% | +15.8% |
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