-35.9%
HOOD vs MSTZ
-54.5%
+18.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +4.9% | -9.2% | -2.9% |
| 7D | -3.8% | +30.8% | -34.5% | +4.5% |
| 30D | -23.0% | +41.2% | -64.2% | -11.5% |
| 3M | -21.6% | -60.9% | +39.3% | -29.1% |
| 6M | +1.4% | -15.7% | +17.1% | +28.4% |
| YTD | -31.2% | -75.2% | +44.1% | -24.7% |
| 1Y | -35.9% | -59.8% | +23.9% | -18.8% |
| All | -35.9% | -54.5% | +18.6% | -18.8% |
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