+122.7%
HOOD vs MA
+86.6%
+36.2%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.3% | -5.6% | -5.5% |
| 7D | -3.8% | +1.3% | -5.1% | -4.9% |
| 30D | -23.0% | +9.6% | -32.6% | -29.3% |
| 3M | -21.6% | +16.8% | -38.4% | -32.5% |
| 6M | +1.4% | +35.2% | -33.7% | -25.3% |
| YTD | -31.2% | +16.6% | -47.7% | -42.2% |
| 1Y | -35.9% | +19.8% | -55.7% | -48.2% |
| 3Y | +836.9% | +70.7% | +766.2% | +428.6% |
| All | +122.7% | +86.6% | +36.2% | +11.9% |
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