-36.3%
HOOD vs SIMO
+67.0%
-103.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.2% | -0.9% | +3.0% |
| 7D | -4.8% | -22.0% | +17.2% | -3.7% |
| 30D | -26.1% | -43.0% | +16.9% | -24.8% |
| 3M | -10.8% | -39.1% | +28.3% | -9.2% |
| 6M | +2.4% | -33.3% | +35.6% | +5.3% |
| YTD | -28.5% | +77.0% | -105.4% | -38.3% |
| 1Y | -36.3% | +73.0% | -109.3% | -42.1% |
| All | -36.3% | +67.0% | -103.3% | -42.1% |
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