-2.7%
HOOD vs MSTZ
-19.0%
+16.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.5% | -7.2% | -0.2% |
| 7D | +7.7% | -23.6% | +31.3% | +3.3% |
| 30D | +22.0% | -60.7% | +82.7% | +0.9% |
| 3M | +37.6% | -58.3% | +95.9% | +24.4% |
| 6M | +45.3% | -60.0% | +105.3% | +43.6% |
| YTD | +1.9% | -75.2% | +77.1% | +3.4% |
| 1Y | -2.7% | -19.9% | +17.2% | +52.1% |
| All | -2.7% | -19.0% | +16.3% | +52.1% |
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