-1.0%
HOOD vs MDY
+15.4%
-16.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.7% | -3.2% | -2.6% |
| 7D | +13.4% | +1.0% | +12.3% | +11.4% |
| 30D | +25.8% | -3.1% | +28.9% | +34.5% |
| 3M | +38.0% | +1.8% | +36.1% | +32.4% |
| 6M | +52.2% | +10.8% | +41.4% | +22.8% |
| YTD | +3.7% | +14.4% | -10.7% | -20.7% |
| All | -1.0% | +15.4% | -16.4% | -25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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