+250.7%
HOOD vs MRK
+126.6%
+124.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.8% | -2.1% |
| 7D | +17.1% | +1.3% | +15.8% | +17.1% |
| 30D | +31.6% | +17.1% | +14.4% | +32.3% |
| 3M | +38.2% | +25.9% | +12.3% | +39.5% |
| 6M | +48.5% | +26.8% | +21.7% | +49.8% |
| YTD | +8.0% | +44.9% | -36.9% | +9.3% |
| 1Y | +18.7% | +84.8% | -66.2% | +20.2% |
| 3Y | +999.1% | +50.1% | +949.0% | +1,000.8% |
| 5Y | +181.7% | +127.4% | +54.3% | +181.5% |
| All | +250.7% | +126.6% | +124.1% | +272.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MRK.
Daily Out/Under-Performance
Portfolio return minus MRK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRK 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 MRK 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