+189.8%
HOOD vs MSI
+103.4%
+86.4%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.6% |
| 7D | +17.1% | -3.7% | +20.8% | +19.4% |
| 30D | +31.6% | +6.8% | +24.8% | +25.7% |
| 3M | +38.2% | +14.3% | +23.9% | +25.9% |
| 6M | +48.5% | -1.6% | +50.1% | +48.2% |
| YTD | +8.0% | +22.8% | -14.8% | -8.8% |
| 1Y | +18.7% | -1.1% | +19.8% | +16.9% |
| 3Y | +999.1% | +70.5% | +928.6% | +603.5% |
| All | +189.8% | +103.4% | +86.4% | +44.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling