+122.7%
HOOD vs MS
+123.3%
-0.6%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.8% | -5.1% | -5.2% |
| 7D | -3.8% | +5.1% | -8.8% | -9.0% |
| 30D | -23.0% | +5.7% | -28.6% | -27.5% |
| 3M | -21.6% | -12.2% | -9.5% | -8.7% |
| 6M | +1.4% | -0.5% | +1.9% | +3.2% |
| YTD | -31.2% | +9.8% | -41.0% | -37.3% |
| 1Y | -35.9% | +17.7% | -53.7% | -45.7% |
| 3Y | +836.9% | +176.8% | +660.1% | +247.6% |
| All | +122.7% | +123.3% | -0.6% | -3.8% |
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