+189.8%
HOOD vs MSCI
-6.7%
+196.6%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -1.9% |
| 7D | +17.1% | +0.4% | +16.7% | +17.0% |
| 30D | +31.6% | +0.6% | +31.0% | +30.9% |
| 3M | +38.2% | -7.1% | +45.3% | +42.9% |
| 6M | +48.5% | +0.8% | +47.7% | +44.3% |
| YTD | +8.0% | +1.0% | +7.0% | +3.7% |
| 1Y | +18.7% | +4.3% | +14.3% | +9.9% |
| 3Y | +999.1% | +9.9% | +989.2% | +839.2% |
| All | +189.8% | -6.7% | +196.6% | +151.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling