-35.9%
HOOD vs MDY
+14.2%
-50.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.1% | -4.2% | -4.0% |
| 7D | -3.8% | +2.3% | -6.0% | -8.0% |
| 30D | -23.0% | +2.0% | -25.0% | -25.3% |
| 3M | -21.6% | -5.6% | -16.0% | -11.3% |
| 6M | +1.4% | +1.3% | +0.2% | -0.5% |
| YTD | -31.2% | +12.3% | -43.5% | -43.7% |
| 1Y | -35.9% | +15.8% | -51.7% | -50.3% |
| All | -35.9% | +14.2% | -50.1% | -50.3% |
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