+18.7%
HOOD vs SIMO
+226.2%
-207.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +8.7% | -10.8% | -2.5% |
| 7D | +17.1% | +4.2% | +12.9% | +16.8% |
| 30D | +31.6% | +4.1% | +27.5% | +31.1% |
| 3M | +38.2% | -12.9% | +51.1% | +38.8% |
| 6M | +48.5% | +110.3% | -61.8% | +33.5% |
| YTD | +8.0% | +178.6% | -170.6% | -21.3% |
| 1Y | +18.7% | +220.0% | -201.3% | -21.9% |
| All | +18.7% | +226.2% | -207.6% | -21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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