+193.0%
HOOD vs MDY
+47.1%
+145.9%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.7% | -3.2% | -2.7% |
| 7D | +13.4% | +1.0% | +12.3% | +11.5% |
| 30D | +25.8% | -3.1% | +28.9% | +34.0% |
| 3M | +38.0% | +1.8% | +36.1% | +33.4% |
| 6M | +52.2% | +10.8% | +41.4% | +27.0% |
| YTD | +3.7% | +14.4% | -10.7% | -17.8% |
| 1Y | +0.1% | +15.2% | -15.2% | -21.0% |
| 3Y | +992.6% | +51.2% | +941.4% | +478.9% |
| 5Y | +193.0% | +47.2% | +145.7% | +77.4% |
| All | +193.0% | +47.1% | +145.9% | +77.4% |
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