+138.0%
HOOD vs MDY
+36.7%
+101.3%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.0% | -1.8% |
| 7D | -5.1% | 0.0% | -5.1% | -4.8% |
| 30D | -25.4% | +1.0% | -26.4% | -26.2% |
| 3M | -14.0% | -4.1% | -9.8% | -5.9% |
| 6M | +5.6% | +0.6% | +4.9% | +5.3% |
| YTD | -28.1% | +12.9% | -41.0% | -41.3% |
| 1Y | -40.1% | +14.6% | -54.8% | -52.3% |
| 3Y | +888.2% | +57.1% | +831.1% | +391.0% |
| All | +138.0% | +36.7% | +101.3% | +58.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling