+177.3%
HOOD vs MXL
+40.1%
+137.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +7.5% | -8.2% | -2.6% |
| 7D | -7.8% | +18.9% | -26.7% | -12.2% |
| 30D | +18.6% | +0.3% | +18.3% | +17.3% |
| 3M | +22.1% | -8.0% | +30.1% | +17.2% |
| 6M | +43.1% | +341.2% | -298.2% | -32.7% |
| YTD | -0.5% | +327.8% | -328.3% | -53.2% |
| 1Y | -4.4% | +364.9% | -369.3% | -57.1% |
| 3Y | +938.5% | +229.2% | +709.2% | +350.6% |
| All | +177.3% | +40.1% | +137.2% | +86.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MXL.
Daily Out/Under-Performance
Portfolio return minus MXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MXL 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 5y: compounded portfolio wealth divided by compounded MXL 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…
5y analysis · Full analysis span regression · 6 months rolling