+223.3%
HOOD vs MKSI
+79.2%
+144.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.1% | -2.8% | -1.8% |
| 7D | -7.8% | +2.7% | -10.5% | -9.2% |
| 30D | +18.6% | -12.8% | +31.4% | +27.1% |
| 3M | +22.1% | -22.5% | +44.6% | +33.0% |
| 6M | +43.1% | +19.4% | +23.7% | +17.7% |
| YTD | -0.5% | +67.7% | -68.2% | -34.8% |
| 1Y | -4.4% | +131.4% | -135.8% | -50.0% |
| 3Y | +938.5% | +197.3% | +741.1% | +312.8% |
| 5Y | +173.4% | +87.0% | +86.5% | +59.6% |
| All | +223.3% | +79.2% | +144.1% | +115.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 10y: compounded portfolio wealth divided by compounded MKSI 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…
10y analysis · Full analysis span regression · 6 months rolling