+189.8%
HOOD vs MS
+145.3%
+44.5%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -2.4% |
| 7D | +17.1% | +1.4% | +15.7% | +15.7% |
| 30D | +31.6% | -0.3% | +31.8% | +32.7% |
| 3M | +38.2% | +0.3% | +37.9% | +38.7% |
| 6M | +48.5% | +31.3% | +17.2% | +11.5% |
| YTD | +8.0% | +24.7% | -16.7% | -14.6% |
| 1Y | +18.7% | +47.9% | -29.3% | -21.6% |
| 3Y | +999.1% | +178.3% | +820.8% | +301.5% |
| All | +189.8% | +145.3% | +44.5% | +15.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling