+175.3%
HOOD vs MRSH
+19.1%
+156.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -1.9% | -1.8% |
| 7D | -9.1% | -5.9% | -3.2% | -6.0% |
| 30D | +20.1% | -7.3% | +27.4% | +25.0% |
| 3M | +31.2% | +6.7% | +24.6% | +24.7% |
| 6M | +44.3% | +3.0% | +41.3% | +38.6% |
| YTD | +0.2% | -2.9% | +3.1% | -0.6% |
| 1Y | -3.5% | -9.0% | +5.5% | -0.4% |
| 3Y | +955.2% | -4.3% | +959.5% | +907.2% |
| 5Y | +175.3% | +19.4% | +155.8% | +91.0% |
| All | +175.3% | +19.1% | +156.2% | +91.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling