+142.9%
HOOD vs MS
+133.9%
+9.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.6% | +2.4% | +2.2% |
| 7D | -3.2% | -1.7% | -1.5% | -1.0% |
| 30D | -22.6% | +0.9% | -23.5% | -23.1% |
| 3M | -10.4% | -10.8% | +0.4% | +2.5% |
| 6M | +4.7% | +0.9% | +3.8% | +4.9% |
| YTD | -25.2% | +9.8% | -35.0% | -31.6% |
| 1Y | -35.9% | +17.1% | -53.0% | -44.9% |
| 3Y | +927.7% | +175.7% | +752.0% | +296.6% |
| 5Y | +147.5% | +125.9% | +21.7% | +11.3% |
| All | +142.9% | +133.9% | +9.1% | +32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MS.
Daily Out/Under-Performance
Portfolio return minus MS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MS 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 MS 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