+250.7%
HOOD vs MSI
+121.7%
+129.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.6% |
| 7D | +17.1% | -3.7% | +20.8% | +19.3% |
| 30D | +31.6% | +6.8% | +24.8% | +25.9% |
| 3M | +38.2% | +14.3% | +23.9% | +26.4% |
| 6M | +48.5% | -1.6% | +50.1% | +48.3% |
| YTD | +8.0% | +22.8% | -14.8% | -8.2% |
| 1Y | +18.7% | -1.1% | +19.8% | +17.1% |
| 3Y | +999.1% | +70.5% | +928.6% | +622.2% |
| 5Y | +181.7% | +102.8% | +78.9% | +39.6% |
| All | +250.7% | +121.7% | +129.0% | +148.8% |
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