+189.8%
HOOD vs MA
+73.0%
+116.9%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -1.1% |
| 7D | +17.1% | -2.7% | +19.8% | +19.9% |
| 30D | +31.6% | +1.5% | +30.1% | +29.2% |
| 3M | +38.2% | +20.4% | +17.8% | +14.2% |
| 6M | +48.5% | +11.1% | +37.4% | +31.5% |
| YTD | +8.0% | +2.0% | +6.0% | +3.0% |
| 1Y | +18.7% | -2.2% | +20.8% | +17.0% |
| 3Y | +999.1% | +41.9% | +957.2% | +658.4% |
| All | +189.8% | +73.0% | +116.9% | +71.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling