+123.6%
HOOD vs MSCI
+18.3%
+105.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.3% | -5.6% | -5.2% |
| 7D | -3.8% | +3.0% | -6.8% | -5.7% |
| 30D | -23.0% | +17.8% | -40.8% | -31.5% |
| 3M | -21.6% | +15.2% | -36.8% | -29.4% |
| 6M | +1.4% | +16.5% | -15.0% | -10.7% |
| YTD | -31.2% | +16.4% | -47.5% | -40.3% |
| 1Y | -35.9% | +16.8% | -52.7% | -44.8% |
| 3Y | +836.9% | +35.8% | +801.2% | +581.4% |
| 5Y | +121.1% | +7.0% | +114.2% | +79.5% |
| All | +123.6% | +18.3% | +105.3% | +55.5% |
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