+113.0%
HOOD vs MOS
-32.4%
+145.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.1% | +3.1% | +3.2% |
| 7D | -4.8% | +21.6% | -26.4% | -10.5% |
| 30D | -26.1% | +12.0% | -38.1% | -28.9% |
| 3M | -10.8% | -3.9% | -6.9% | -10.5% |
| 6M | +2.4% | -3.3% | +5.7% | +2.0% |
| YTD | -28.5% | -4.6% | -23.8% | -29.4% |
| 1Y | -36.3% | -7.0% | -29.4% | -37.0% |
| 3Y | +743.7% | -24.4% | +768.1% | +767.4% |
| All | +113.0% | -32.4% | +145.4% | +75.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling