+9.0%
MSFT vs HOOD
-37.5%
+46.5%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +2.0% | +4.7% | +6.4% |
| 7D | +4.7% | -4.4% | +9.1% | +5.3% |
| 30D | +5.8% | -23.4% | +29.2% | +9.9% |
| 3M | +13.0% | -6.5% | +19.5% | +13.2% |
| 6M | +34.9% | +14.2% | +20.7% | +28.9% |
| YTD | +15.7% | -22.7% | +38.4% | +13.1% |
| 1Y | +9.0% | -36.1% | +45.1% | +7.9% |
| All | +9.0% | -37.5% | +46.5% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HOOD.
Daily Out/Under-Performance
Portfolio return minus HOOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HOOD 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 HOOD 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