+111.8%
HOOD vs MOS
-31.6%
+143.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | +3.3% | -13.6% | -11.2% |
| 7D | -14.4% | +22.5% | -36.9% | -19.7% |
| 30D | -30.0% | +6.6% | -36.6% | -31.7% |
| 3M | -15.5% | -3.8% | -11.7% | -15.3% |
| 6M | +1.8% | -2.2% | +4.0% | +1.1% |
| YTD | -30.7% | -4.8% | -25.9% | -31.6% |
| 1Y | -45.0% | -11.7% | -33.3% | -44.6% |
| 3Y | +709.0% | -26.5% | +735.5% | +737.4% |
| 5Y | +111.8% | -32.2% | +144.0% | +70.7% |
| All | +111.8% | -31.6% | +143.4% | +70.7% |
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 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