+125.1%
HOOD vs MS
+123.8%
+1.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -5.9% | -4.4% | -3.7% |
| 7D | -14.4% | -3.4% | -11.0% | -10.8% |
| 30D | -30.0% | -3.9% | -26.1% | -26.6% |
| 3M | -15.5% | -15.9% | +0.4% | +3.1% |
| 6M | +1.8% | -2.5% | +4.2% | +5.9% |
| YTD | -30.7% | +5.1% | -35.8% | -33.4% |
| 1Y | -45.0% | +13.0% | -57.9% | -50.8% |
| 3Y | +709.0% | +160.7% | +548.3% | +231.5% |
| 5Y | +111.8% | +114.0% | -2.2% | +0.4% |
| All | +125.1% | +123.8% | +1.3% | +29.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling