+223.3%
HOOD vs MOH
-20.9%
+244.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.0% | -2.6% | -0.7% |
| 7D | -7.8% | +1.7% | -9.5% | -7.8% |
| 30D | +18.6% | -0.9% | +19.5% | +18.6% |
| 3M | +22.1% | +5.7% | +16.3% | +22.1% |
| 6M | +43.1% | +39.1% | +3.9% | +42.0% |
| YTD | -0.5% | +17.7% | -18.2% | -1.1% |
| 1Y | -4.4% | +8.4% | -12.8% | -4.8% |
| 3Y | +938.5% | -36.6% | +975.0% | +939.2% |
| 5Y | +173.4% | -19.1% | +192.5% | +125.3% |
| All | +223.3% | -20.9% | +244.2% | +170.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 10y: compounded portfolio wealth divided by compounded MOH 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…
10y analysis · Full analysis span regression · 6 months rolling