+402.3%
HOOD vs MSTZ
-99.2%
+501.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.5% | -7.2% | -0.3% |
| 7D | +7.7% | -23.6% | +31.3% | +3.8% |
| 30D | +22.0% | -60.7% | +82.7% | +2.9% |
| 3M | +37.6% | -58.3% | +95.9% | +25.4% |
| 6M | +45.3% | -60.0% | +105.3% | +43.4% |
| YTD | +1.9% | -75.2% | +77.1% | +3.4% |
| 1Y | -2.7% | -19.9% | +17.2% | +41.5% |
| All | +402.3% | -99.2% | +501.5% | +402.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling