+743.7%
HOOD vs MSFU
+32.6%
+711.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.9% | +5.1% | +4.1% |
| 7D | -4.8% | +2.5% | -7.3% | -6.3% |
| 30D | -26.1% | -1.3% | -24.8% | -25.8% |
| 3M | -10.8% | +8.6% | -19.5% | -14.9% |
| 6M | +2.4% | +48.4% | -46.0% | -20.5% |
| YTD | -28.5% | +1.6% | -30.0% | -32.3% |
| 1Y | -36.3% | -5.8% | -30.6% | -36.9% |
| 3Y | +743.7% | +30.9% | +712.8% | +600.7% |
| All | +743.7% | +32.6% | +711.1% | +600.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling