+18.7%
HOOD vs MGY
+15.5%
+3.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -2.4% |
| 7D | +17.1% | +2.1% | +15.0% | +17.7% |
| 30D | +31.6% | +13.8% | +17.8% | +35.6% |
| 3M | +38.2% | -4.3% | +42.5% | +38.8% |
| 6M | +48.5% | -5.1% | +53.6% | +45.7% |
| YTD | +8.0% | +24.8% | -16.8% | +1.4% |
| 1Y | +18.7% | +11.8% | +6.8% | +9.0% |
| All | +18.7% | +15.5% | +3.1% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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