-4.4%
HOOD vs MRSH
-9.2%
+4.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | -7.8% | -4.8% | -3.1% | -8.3% |
| 30D | +18.6% | -6.3% | +24.9% | +17.7% |
| 3M | +22.1% | +5.8% | +16.2% | +22.5% |
| 6M | +43.1% | +2.8% | +40.3% | +42.8% |
| YTD | -0.5% | -3.1% | +2.7% | -1.5% |
| 1Y | -4.4% | -11.3% | +6.9% | -2.3% |
| All | -4.4% | -9.2% | +4.8% | -2.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling