+1,091.3%
HOOD vs MSFU
+72.2%
+1,019.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.3% | -1.6% | -2.8% |
| 7D | +13.4% | -3.2% | +16.5% | +15.3% |
| 30D | +25.8% | -3.1% | +28.9% | +27.5% |
| 3M | +38.0% | +35.3% | +2.7% | +14.4% |
| 6M | +52.2% | +31.6% | +20.6% | +27.0% |
| YTD | +3.7% | -9.5% | +13.3% | +3.2% |
| 1Y | +0.1% | -18.4% | +18.5% | +4.8% |
| 3Y | +992.6% | +26.9% | +965.6% | +795.9% |
| All | +1,091.3% | +72.2% | +1,019.0% | +734.8% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling