-32.8%
HOOD vs MDLN
+12.8%
-45.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.3% | -3.0% | -4.0% |
| 7D | -3.8% | -0.4% | -3.3% | -3.6% |
| 30D | -23.0% | +9.9% | -32.8% | -24.3% |
| 3M | -21.6% | +10.9% | -32.6% | -23.3% |
| 6M | +1.4% | +2.0% | -0.5% | +0.7% |
| YTD | -31.2% | -6.0% | -25.1% | -30.3% |
| All | -32.8% | +12.8% | -45.5% | -31.8% |
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