+250.7%
HOOD vs MSCI
+2.7%
+248.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +3.6% |
| 1Y | +18.7% | +4.3% | +14.3% | +9.8% |
| 3Y | +999.1% | +9.9% | +989.2% | +837.9% |
| 5Y | +181.7% | -6.8% | +188.4% | +152.9% |
| All | +250.7% | +2.7% | +248.0% | +170.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling