-3.5%
HOOD vs MDB
+11.9%
-15.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.3% | -6.0% | -3.1% |
| 7D | -9.1% | -2.8% | -6.4% | -8.3% |
| 30D | +20.1% | -14.9% | +34.9% | +25.6% |
| 3M | +31.2% | +7.3% | +23.9% | +26.2% |
| 6M | +44.3% | +38.2% | +6.1% | +24.9% |
| YTD | +0.2% | -10.9% | +11.1% | -0.5% |
| 1Y | -3.5% | +11.6% | -15.2% | -9.5% |
| All | -3.5% | +11.9% | -15.5% | -9.5% |
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