+132.4%
HOOD vs MSI
+144.3%
-12.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.5% | +3.7% | +3.5% |
| 7D | -4.8% | +4.7% | -9.5% | -7.4% |
| 30D | -26.1% | +14.8% | -40.9% | -31.7% |
| 3M | -10.8% | +8.8% | -19.6% | -15.3% |
| 6M | +2.4% | +19.3% | -17.0% | -9.3% |
| YTD | -28.5% | +35.3% | -63.8% | -42.5% |
| 1Y | -36.3% | +33.8% | -70.1% | -48.4% |
| 3Y | +743.7% | +74.4% | +669.3% | +455.8% |
| 5Y | +118.6% | +120.5% | -1.9% | +6.4% |
| All | +132.4% | +144.3% | -12.0% | +55.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling