+237.0%
HOOD vs MGY
+110.4%
+126.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.3% | -6.2% | -4.5% |
| 7D | +13.4% | -0.9% | +14.3% | +13.6% |
| 30D | +25.8% | +10.1% | +15.7% | +22.1% |
| 3M | +38.0% | -1.5% | +39.5% | +37.3% |
| 6M | +52.2% | -4.9% | +57.1% | +51.0% |
| YTD | +3.7% | +27.7% | -23.9% | -7.3% |
| 1Y | +0.1% | +20.1% | -20.0% | -9.1% |
| 3Y | +992.6% | +24.9% | +967.7% | +874.1% |
| 5Y | +193.0% | +91.6% | +101.4% | +222.2% |
| All | +237.0% | +110.4% | +126.6% | +398.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling