+189.8%
HOOD vs MCD
+20.4%
+169.4%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -1.8% |
| 7D | +17.1% | -2.8% | +19.9% | +17.8% |
| 30D | +31.6% | -6.0% | +37.6% | +33.3% |
| 3M | +38.2% | -5.6% | +43.8% | +39.5% |
| 6M | +48.5% | -21.9% | +70.4% | +58.4% |
| YTD | +8.0% | -14.7% | +22.7% | +11.7% |
| 1Y | +18.7% | -17.3% | +35.9% | +23.9% |
| 3Y | +999.1% | -2.2% | +1,001.3% | +974.9% |
| All | +189.8% | +20.4% | +169.4% | +151.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MCD.
Daily Out/Under-Performance
Portfolio return minus MCD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCD 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 MCD 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