+223.3%
HOOD vs MRSH
+31.2%
+192.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | -7.8% | -4.8% | -3.1% | -5.5% |
| 30D | +18.6% | -6.3% | +24.9% | +22.5% |
| 3M | +22.1% | +5.8% | +16.2% | +16.9% |
| 6M | +43.1% | +2.8% | +40.3% | +38.0% |
| YTD | -0.5% | -3.1% | +2.7% | -1.0% |
| 1Y | -4.4% | -11.3% | +6.9% | +0.5% |
| 3Y | +938.5% | -5.0% | +943.4% | +906.0% |
| 5Y | +173.4% | +19.2% | +154.2% | +88.2% |
| All | +223.3% | +31.2% | +192.1% | +353.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 10y: compounded portfolio wealth divided by compounded MRSH 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…
10y analysis · Full analysis span regression · 6 months rolling