+745.9%
HOOD vs MSFU
+103.9%
+642.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +5.5% | -2.5% | +0.5% |
| 7D | -0.6% | +14.6% | -15.2% | -7.0% |
| 30D | -23.6% | +2.1% | -25.7% | -24.5% |
| 3M | -10.7% | +14.7% | -25.3% | -16.7% |
| 6M | +8.2% | +55.7% | -47.5% | -16.3% |
| YTD | -26.3% | +7.1% | -33.4% | -32.6% |
| 1Y | -36.1% | -0.5% | -35.6% | -39.2% |
| 3Y | +950.7% | +35.7% | +915.0% | +726.9% |
| All | +745.9% | +103.9% | +642.0% | +445.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling