+113.0%
HOOD vs MDB
-44.1%
+157.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.7% | +0.5% | +2.2% |
| 7D | -4.8% | -11.4% | +6.6% | -0.3% |
| 30D | -26.1% | -13.8% | -12.3% | -21.9% |
| 3M | -10.8% | -15.5% | +4.6% | -7.1% |
| 6M | +2.4% | +17.9% | -15.6% | -8.4% |
| YTD | -28.5% | -25.5% | -3.0% | -25.1% |
| 1Y | -36.3% | -12.1% | -24.2% | -37.9% |
| 3Y | +743.7% | -5.9% | +749.6% | +603.2% |
| All | +113.0% | -44.1% | +157.1% | +93.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling