+122.7%
HOOD vs MMM
+42.8%
+80.0%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.0% | -3.3% | -3.7% |
| 7D | -3.8% | -0.4% | -3.4% | -3.5% |
| 30D | -23.0% | +12.1% | -35.1% | -28.1% |
| 3M | -21.6% | +1.4% | -23.1% | -22.5% |
| 6M | +1.4% | +26.6% | -25.1% | -13.1% |
| YTD | -31.2% | +16.8% | -48.0% | -38.4% |
| 1Y | -35.9% | +10.1% | -46.0% | -40.5% |
| 3Y | +836.9% | +158.4% | +678.5% | +403.4% |
| All | +122.7% | +42.8% | +80.0% | +51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 MMM 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