+250.7%
HOOD vs MDY
+49.6%
+201.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.3% |
| 7D | +17.1% | +0.1% | +17.0% | +17.1% |
| 30D | +31.6% | -1.5% | +33.1% | +35.8% |
| 3M | +38.2% | +0.8% | +37.5% | +36.5% |
| 6M | +48.5% | +7.4% | +41.1% | +31.6% |
| YTD | +8.0% | +15.2% | -7.2% | -15.0% |
| 1Y | +18.7% | +16.5% | +2.1% | -7.7% |
| 3Y | +999.1% | +46.8% | +952.3% | +523.9% |
| 5Y | +181.7% | +46.0% | +135.6% | +58.9% |
| All | +250.7% | +49.6% | +201.1% | +117.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling