+878.9%
HOOD vs MSFU
+20.9%
+858.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.8% | -4.7% | -4.2% |
| 7D | +3.8% | -4.9% | +8.7% | +6.1% |
| 30D | -26.4% | -9.1% | -17.3% | -23.2% |
| 3M | -14.3% | +8.7% | -23.0% | -18.4% |
| 6M | +3.9% | +48.3% | -44.3% | -19.6% |
| YTD | -28.1% | -1.6% | -26.5% | -31.0% |
| 1Y | -38.8% | -13.6% | -25.2% | -36.2% |
| All | +878.9% | +20.9% | +858.1% | +739.0% |
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