+132.4%
HOOD vs SE
-73.2%
+205.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.1% | +3.1% | +3.2% |
| 7D | -4.8% | +2.0% | -6.8% | -5.5% |
| 30D | -26.1% | -20.0% | -6.1% | -18.1% |
| 3M | -10.8% | -31.8% | +21.0% | +5.6% |
| 6M | +2.4% | -15.9% | +18.2% | +8.5% |
| YTD | -28.5% | -40.6% | +12.2% | -11.6% |
| 1Y | -36.3% | -50.7% | +14.4% | -14.4% |
| 3Y | +743.7% | +70.3% | +673.4% | +523.5% |
| 5Y | +118.6% | -78.8% | +197.4% | +287.5% |
| All | +132.4% | -73.2% | +205.6% | +245.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 all: compounded portfolio wealth divided by compounded SE 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…
all analysis · Full analysis span regression · 6 months rolling