+690.5%
HOOD vs MSFU
+88.0%
+602.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.4% | -4.7% | -4.5% |
| 7D | -3.8% | -2.8% | -1.0% | -2.7% |
| 30D | -23.0% | -5.3% | -17.7% | -21.4% |
| 3M | -21.6% | +7.2% | -28.9% | -24.7% |
| 6M | +1.4% | +51.0% | -49.5% | -20.9% |
| YTD | -31.2% | -1.2% | -29.9% | -34.7% |
| 1Y | -35.9% | -10.3% | -25.6% | -36.2% |
| 3Y | +836.9% | +22.2% | +814.7% | +670.5% |
| All | +690.5% | +88.0% | +602.5% | +428.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling