+411.3%
HOOD vs MSTU
-86.5%
+497.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -8.6% | +4.7% | -1.6% |
| 7D | +13.4% | +16.1% | -2.8% | +8.5% |
| 30D | +25.8% | +68.7% | -42.9% | +6.7% |
| 3M | +38.0% | -11.0% | +49.0% | +32.4% |
| 6M | +52.2% | -33.4% | +85.6% | +52.4% |
| YTD | +3.7% | -59.5% | +63.3% | +11.0% |
| 1Y | +0.1% | -93.4% | +93.4% | +59.6% |
| All | +411.3% | -86.5% | +497.8% | +528.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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