+113.0%
HOOD vs MCD
+21.9%
+91.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.5% | +3.8% | +3.3% |
| 7D | -4.8% | +7.1% | -11.9% | -6.3% |
| 30D | -26.1% | +19.8% | -45.9% | -29.2% |
| 3M | -10.8% | +0.8% | -11.6% | -11.0% |
| 6M | +2.4% | -1.3% | +3.7% | +2.5% |
| YTD | -28.5% | -7.8% | -20.7% | -27.2% |
| 1Y | -36.3% | -5.0% | -31.4% | -36.0% |
| 3Y | +743.7% | +10.5% | +733.1% | +690.2% |
| All | +113.0% | +21.9% | +91.1% | +72.8% |
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