-36.1%
HOOD vs MSTZ
-63.1%
+27.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -9.6% | +11.6% | -0.8% |
| 7D | -4.4% | +0.7% | -5.1% | -3.4% |
| 30D | -23.4% | +16.6% | -40.0% | -17.1% |
| 3M | -6.5% | -74.7% | +68.2% | -26.8% |
| 6M | +14.2% | -43.9% | +58.1% | +28.4% |
| YTD | -22.7% | -84.0% | +61.3% | -26.3% |
| 1Y | -36.1% | -65.1% | +29.0% | -15.4% |
| All | -36.1% | -63.1% | +27.0% | -15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 1y: compounded portfolio wealth divided by compounded MSTZ 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…
1y analysis · Full analysis span regression · 6 months rolling