+123.6%
HOOD vs MTB
+91.4%
+32.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.6% | -4.9% | -4.7% |
| 7D | -3.8% | +1.5% | -5.3% | -4.7% |
| 30D | -23.0% | +2.3% | -25.3% | -24.0% |
| 3M | -21.6% | -12.1% | -9.5% | -14.7% |
| 6M | +1.4% | +9.8% | -8.4% | -4.7% |
| YTD | -31.2% | +12.0% | -43.2% | -36.4% |
| 1Y | -35.9% | +22.0% | -58.0% | -44.1% |
| 3Y | +836.9% | +107.6% | +729.3% | +535.8% |
| 5Y | +121.1% | +61.9% | +59.3% | +69.7% |
| All | +123.6% | +91.4% | +32.2% | +81.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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