+938.5%
HOOD vs MCO
+42.6%
+895.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -2.1% |
| 7D | -7.8% | -3.8% | -4.0% | -4.6% |
| 30D | +18.6% | -0.4% | +19.0% | +19.2% |
| 3M | +22.1% | +7.7% | +14.3% | +13.0% |
| 6M | +43.1% | +7.0% | +36.1% | +32.5% |
| YTD | -0.5% | -6.4% | +5.9% | +3.9% |
| 1Y | -4.4% | -7.6% | +3.2% | +0.4% |
| 3Y | +938.5% | +43.2% | +895.2% | +716.8% |
| All | +938.5% | +42.6% | +895.9% | +716.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MCO.
Daily Out/Under-Performance
Portfolio return minus MCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCO 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 3y: compounded portfolio wealth divided by compounded MCO 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…
3y analysis · Full analysis span regression · 6 months rolling