+175.3%
HOOD vs MGY
+85.2%
+90.1%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.6% |
| 7D | -9.1% | +1.8% | -10.9% | -9.7% |
| 30D | +20.1% | +6.5% | +13.6% | +17.2% |
| 3M | +31.2% | +0.3% | +30.9% | +29.5% |
| 6M | +44.3% | -2.4% | +46.7% | +41.3% |
| YTD | +0.2% | +29.0% | -28.8% | -13.0% |
| 1Y | -3.5% | +17.0% | -20.6% | -13.1% |
| 3Y | +955.2% | +26.2% | +929.1% | +808.8% |
| 5Y | +175.3% | +92.3% | +82.9% | +102.9% |
| All | +175.3% | +85.2% | +90.1% | +102.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling