+142.9%
HOOD vs MSCI
+18.5%
+124.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.7% | +3.3% | +3.5% |
| 7D | -3.2% | -1.9% | -1.3% | -1.9% |
| 30D | -22.6% | +16.5% | -39.0% | -30.6% |
| 3M | -10.4% | +18.2% | -28.6% | -20.6% |
| 6M | +4.7% | +14.0% | -9.3% | -6.4% |
| YTD | -25.2% | +16.6% | -41.8% | -35.3% |
| 1Y | -35.9% | +14.8% | -50.7% | -44.0% |
| 3Y | +927.7% | +33.3% | +894.4% | +660.1% |
| 5Y | +147.5% | +9.1% | +138.5% | +99.5% |
| All | +142.9% | +18.5% | +124.4% | +68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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