-38.8%
HOOD vs MOS
-11.5%
-27.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.6% | +0.7% | -3.1% |
| 7D | +3.8% | -2.6% | +6.3% | +4.2% |
| 30D | -26.4% | +13.5% | -39.8% | -28.1% |
| 3M | -14.3% | -2.9% | -11.4% | -14.3% |
| 6M | +3.9% | -1.0% | +4.9% | +3.4% |
| YTD | -28.1% | -7.2% | -20.9% | -24.4% |
| 1Y | -38.8% | -11.4% | -27.4% | -35.7% |
| All | -38.8% | -11.5% | -27.3% | -35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 1y: compounded portfolio wealth divided by compounded MOS 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…
1y analysis · Full analysis span regression · 6 months rolling