+225.5%
HOOD vs MCK
+341.3%
-115.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -1.8% |
| 7D | -9.1% | -4.4% | -4.7% | -9.5% |
| 30D | +20.1% | -2.2% | +22.3% | +19.8% |
| 3M | +31.2% | +11.6% | +19.7% | +33.0% |
| 6M | +44.3% | -4.9% | +49.3% | +45.1% |
| YTD | +0.2% | +7.7% | -7.5% | +2.1% |
| 1Y | -3.5% | +25.2% | -28.7% | -1.8% |
| 3Y | +955.2% | +112.1% | +843.1% | +929.6% |
| 5Y | +175.3% | +345.8% | -170.6% | +63.9% |
| All | +225.5% | +341.3% | -115.8% | +104.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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