-36.1%
HOOD vs MSFU
-2.2%
-33.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +13.5% | -11.5% | -2.5% |
| 7D | -4.4% | +8.2% | -12.6% | -7.1% |
| 30D | -23.4% | +10.2% | -33.6% | -26.0% |
| 3M | -6.5% | +22.9% | -29.4% | -13.1% |
| 6M | +14.2% | +63.2% | -49.0% | -4.2% |
| YTD | -22.7% | +11.7% | -34.4% | -30.6% |
| 1Y | -36.1% | -3.5% | -32.6% | -35.5% |
| All | -36.1% | -2.2% | -33.9% | -35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 1y: compounded portfolio wealth divided by compounded MSFU 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…
1y analysis · Full analysis span regression · 6 months rolling