+193.0%
HOOD vs MAR
+155.0%
+38.0%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.3% | -1.6% | -2.1% |
| 7D | +13.4% | -1.7% | +15.1% | +15.0% |
| 30D | +25.8% | -6.9% | +32.7% | +32.7% |
| 3M | +38.0% | -15.8% | +53.8% | +56.0% |
| 6M | +52.2% | +1.9% | +50.3% | +46.8% |
| YTD | +3.7% | +6.6% | -2.9% | -4.9% |
| 1Y | +0.1% | +23.7% | -23.6% | -20.7% |
| 3Y | +992.6% | +64.6% | +928.0% | +604.1% |
| 5Y | +193.0% | +156.4% | +36.6% | +49.0% |
| All | +193.0% | +155.0% | +38.0% | +49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MAR.
Daily Out/Under-Performance
Portfolio return minus MAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAR 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 MAR 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