+250.7%
HOOD vs MSTR
+122.5%
+128.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.4% | -0.7% | -1.5% |
| 7D | +17.1% | +12.2% | +5.0% | +11.6% |
| 30D | +31.6% | +45.2% | -13.6% | +11.7% |
| 3M | +38.2% | +10.4% | +27.9% | +30.1% |
| 6M | +48.5% | -2.5% | +51.0% | +47.1% |
| YTD | +8.0% | -6.0% | +14.0% | +7.6% |
| 1Y | +18.7% | -56.4% | +75.1% | +60.3% |
| 3Y | +999.1% | +306.3% | +692.8% | +379.8% |
| 5Y | +181.7% | +100.5% | +81.2% | +49.5% |
| All | +250.7% | +122.5% | +128.2% | +66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTR.
Daily Out/Under-Performance
Portfolio return minus MSTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTR 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 MSTR 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