+250.7%
HOOD vs MO
+112.7%
+138.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -2.2% |
| 7D | +17.1% | +0.3% | +16.8% | +17.2% |
| 30D | +31.6% | +0.6% | +30.9% | +32.0% |
| 3M | +38.2% | -1.0% | +39.2% | +38.7% |
| 6M | +48.5% | +4.3% | +44.2% | +49.8% |
| YTD | +8.0% | +23.3% | -15.3% | +8.9% |
| 1Y | +18.7% | +10.5% | +8.2% | +19.9% |
| 3Y | +999.1% | +96.3% | +902.8% | +918.9% |
| 5Y | +181.7% | +98.9% | +82.8% | +124.1% |
| All | +250.7% | +112.7% | +138.0% | +343.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling