+250.7%
HOOD vs MCD
+18.7%
+232.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -1.9% |
| 7D | +17.1% | -2.8% | +19.9% | +17.6% |
| 30D | +31.6% | -6.0% | +37.6% | +32.8% |
| 3M | +38.2% | -5.6% | +43.8% | +39.1% |
| 6M | +48.5% | -21.9% | +70.4% | +55.6% |
| YTD | +8.0% | -14.7% | +22.7% | +10.7% |
| 1Y | +18.7% | -17.3% | +35.9% | +22.5% |
| 3Y | +999.1% | -2.2% | +1,001.3% | +987.2% |
| 5Y | +181.7% | +20.3% | +161.4% | +214.4% |
| All | +250.7% | +18.7% | +232.0% | +236.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling