+179.3%
HOOD vs MO
+96.7%
+82.6%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.3% | -1.8% |
| 7D | +7.7% | -2.4% | +10.1% | +7.5% |
| 30D | +22.0% | +3.6% | +18.4% | +22.5% |
| 3M | +37.6% | -3.7% | +41.3% | +37.6% |
| 6M | +45.3% | +4.5% | +40.8% | +45.3% |
| YTD | +1.9% | +21.5% | -19.6% | +0.8% |
| 1Y | -2.7% | +9.5% | -12.2% | -2.9% |
| 3Y | +973.4% | +93.6% | +879.8% | +828.3% |
| 5Y | +179.3% | +97.5% | +81.8% | +148.4% |
| All | +179.3% | +96.7% | +82.6% | +148.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 MO 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