+139.3%
HOOD vs MSI
+150.7%
-11.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.6% | +0.4% | +1.6% |
| 7D | -0.6% | +8.3% | -9.0% | -5.0% |
| 30D | -23.6% | +18.9% | -42.4% | -30.7% |
| 3M | -10.7% | +13.2% | -23.9% | -17.0% |
| 6M | +8.2% | +38.3% | -30.1% | -11.7% |
| YTD | -26.3% | +38.9% | -65.2% | -41.5% |
| 1Y | -36.1% | +36.7% | -72.8% | -48.7% |
| 3Y | +950.7% | +76.6% | +874.1% | +591.1% |
| 5Y | +127.0% | +124.5% | +2.5% | +8.5% |
| All | +139.3% | +150.7% | -11.4% | +58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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