+938.5%
HOOD vs MGY
+25.2%
+913.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | -7.8% | +3.5% | -11.4% | -8.9% |
| 30D | +18.6% | +5.3% | +13.3% | +16.2% |
| 3M | +22.1% | +2.6% | +19.4% | +19.7% |
| 6M | +43.1% | -3.3% | +46.3% | +40.5% |
| YTD | -0.5% | +29.2% | -29.7% | -17.2% |
| 1Y | -4.4% | +18.0% | -22.4% | -16.9% |
| 3Y | +938.5% | +30.0% | +908.5% | +735.9% |
| All | +938.5% | +25.2% | +913.3% | +735.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling