-0.4%
HOOD vs MDLN
-2.7%
+2.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.8% | +0.1% | -1.3% |
| 7D | +7.7% | -6.2% | +13.9% | +9.4% |
| 30D | +22.0% | +0.7% | +21.3% | +22.0% |
| 3M | +37.6% | -5.4% | +43.1% | +38.7% |
| 6M | +45.3% | -21.6% | +66.8% | +50.8% |
| YTD | +1.9% | -18.9% | +20.9% | +6.3% |
| All | -0.4% | -2.7% | +2.3% | +4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLN.
Daily Out/Under-Performance
Portfolio return minus MDLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLN 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 MDLN 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