+250.7%
HOOD vs MA
+54.0%
+196.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +29.3% |
| 3M | +38.2% | +20.4% | +17.8% | +14.9% |
| 6M | +48.5% | +11.1% | +37.4% | +32.1% |
| YTD | +8.0% | +2.0% | +6.0% | +3.2% |
| 1Y | +18.7% | -2.2% | +20.8% | +17.1% |
| 3Y | +999.1% | +41.9% | +957.2% | +672.8% |
| 5Y | +181.7% | +75.4% | +106.3% | +75.9% |
| All | +250.7% | +54.0% | +196.7% | +89.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling