+237.0%
HOOD vs MKSI
+78.0%
+159.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.0% | -5.9% | -5.0% |
| 7D | +13.4% | +7.7% | +5.6% | +8.5% |
| 30D | +25.8% | -12.9% | +38.6% | +34.6% |
| 3M | +38.0% | -14.8% | +52.8% | +41.9% |
| 6M | +52.2% | +26.6% | +25.6% | +20.7% |
| YTD | +3.7% | +66.6% | -62.8% | -31.8% |
| 1Y | +0.1% | +144.6% | -144.5% | -49.6% |
| 3Y | +992.6% | +193.1% | +799.4% | +338.3% |
| 5Y | +193.0% | +88.6% | +104.4% | +68.7% |
| All | +237.0% | +78.0% | +159.0% | +125.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling