+237.0%
HOOD vs MTB
+106.4%
+130.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.3% | -3.5% |
| 7D | +13.4% | +2.8% | +10.6% | +11.6% |
| 30D | +25.8% | -4.2% | +30.0% | +29.3% |
| 3M | +38.0% | +7.8% | +30.2% | +30.8% |
| 6M | +52.2% | +14.8% | +37.4% | +38.4% |
| YTD | +3.7% | +20.8% | -17.0% | -8.9% |
| 1Y | +0.1% | +23.1% | -23.1% | -13.3% |
| 3Y | +992.6% | +114.8% | +877.7% | +618.8% |
| 5Y | +193.0% | +103.3% | +89.7% | +112.1% |
| All | +237.0% | +106.4% | +130.6% | +160.2% |
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