-3.5%
HOOD vs MKC
-23.8%
+20.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.9% |
| 7D | -9.1% | -2.8% | -6.3% | -9.9% |
| 30D | +20.1% | -3.4% | +23.5% | +18.9% |
| 3M | +31.2% | +3.8% | +27.5% | +32.6% |
| 6M | +44.3% | -17.9% | +62.2% | +31.8% |
| YTD | +0.2% | -23.6% | +23.8% | -10.9% |
| 1Y | -3.5% | -23.1% | +19.6% | -11.3% |
| All | -3.5% | -23.8% | +20.3% | -11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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