+223.3%
HOOD vs SGOV
+20.2%
+203.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.8% |
| 7D | -7.8% | 0.0% | -7.9% | -8.2% |
| 30D | +18.6% | +0.3% | +18.3% | +15.4% |
| 3M | +22.1% | +0.9% | +21.1% | +12.1% |
| 6M | +43.1% | +1.8% | +41.2% | +19.7% |
| YTD | -0.5% | +2.5% | -3.0% | -23.4% |
| 1Y | -4.4% | +3.8% | -8.2% | -36.1% |
| 3Y | +938.5% | +14.4% | +924.1% | +79.1% |
| 5Y | +173.4% | +20.2% | +153.3% | -93.6% |
| All | +223.3% | +20.2% | +203.1% | -92.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SGOV.
Daily Out/Under-Performance
Portfolio return minus SGOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGOV 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 SGOV 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