+204.9%
HOOD vs MDT
-18.1%
+223.0%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.1% | -3.2% | -2.8% |
| 7D | +17.1% | +3.2% | +13.9% | +14.8% |
| 30D | +31.6% | +9.5% | +22.1% | +24.0% |
| 3M | +38.2% | +16.0% | +22.3% | +23.9% |
| 6M | +48.5% | +0.2% | +48.3% | +48.3% |
| YTD | +8.0% | -0.3% | +8.2% | +7.3% |
| 1Y | +18.7% | +4.7% | +13.9% | +13.1% |
| 3Y | +999.1% | +26.5% | +972.6% | +786.8% |
| All | +204.9% | -18.1% | +223.0% | +218.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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