-36.1%
HOOD vs MDB
-8.5%
-27.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.1% | +4.1% | +2.7% |
| 7D | -4.4% | -16.5% | +12.1% | +1.1% |
| 30D | -23.4% | -8.6% | -14.8% | -21.3% |
| 3M | -6.5% | -13.6% | +7.1% | -4.1% |
| 6M | +14.2% | +24.1% | -9.9% | +2.4% |
| YTD | -22.7% | -21.8% | -1.0% | -21.9% |
| 1Y | -36.1% | -7.7% | -28.4% | -38.1% |
| All | -36.1% | -8.5% | -27.6% | -38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 1y: compounded portfolio wealth divided by compounded MDB 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…
1y analysis · Full analysis span regression · 6 months rolling