+135.8%
HOOD vs MAS
+48.4%
+87.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.6% | -3.6% | -1.4% |
| 7D | -4.4% | +14.2% | -18.6% | -12.1% |
| 30D | -23.4% | +26.8% | -50.2% | -34.3% |
| 3M | -6.5% | +13.1% | -19.7% | -14.1% |
| 6M | +14.2% | +27.9% | -13.7% | -5.2% |
| YTD | -22.7% | +38.7% | -61.4% | -40.9% |
| 1Y | -36.1% | +40.4% | -76.5% | -51.7% |
| 3Y | +802.1% | +66.1% | +736.0% | +470.3% |
| 5Y | +135.8% | +47.4% | +88.4% | +53.2% |
| All | +135.8% | +48.4% | +87.4% | +53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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