+237.0%
HOOD vs MOH
-24.0%
+261.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.2% | -1.7% | -3.9% |
| 7D | +13.4% | -3.3% | +16.7% | +13.4% |
| 30D | +25.8% | -0.1% | +25.9% | +25.8% |
| 3M | +38.0% | -1.1% | +39.0% | +38.1% |
| 6M | +52.2% | +35.9% | +16.3% | +51.1% |
| YTD | +3.7% | +13.1% | -9.4% | +3.2% |
| 1Y | +0.1% | +11.8% | -11.8% | -1.0% |
| 3Y | +992.6% | -38.7% | +1,031.3% | +991.5% |
| 5Y | +193.0% | -25.1% | +218.1% | +149.0% |
| All | +237.0% | -24.0% | +261.0% | +181.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling