+175.3%
HOOD vs MKTX
-60.6%
+235.8%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | -9.1% | -0.2% | -9.0% | -9.1% |
| 30D | +20.1% | +0.8% | +19.3% | +19.9% |
| 3M | +31.2% | +41.1% | -9.9% | +18.0% |
| 6M | +44.3% | -9.5% | +53.9% | +48.8% |
| YTD | +0.2% | -8.7% | +8.9% | +2.7% |
| 1Y | -3.5% | -10.0% | +6.4% | -1.1% |
| 3Y | +955.2% | -24.6% | +979.8% | +974.6% |
| 5Y | +175.3% | -60.3% | +235.6% | +278.0% |
| All | +175.3% | -60.6% | +235.8% | +278.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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