-35.9%
HOOD vs SIMO
+97.3%
-133.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +8.7% | -4.7% | +3.4% |
| 7D | -3.2% | +0.9% | -4.2% | -3.3% |
| 30D | -22.6% | -25.4% | +2.8% | -21.9% |
| 3M | -10.4% | -17.8% | +7.4% | -9.5% |
| 6M | +4.7% | -29.6% | +34.3% | +6.5% |
| YTD | -25.2% | +100.3% | -125.5% | -36.3% |
| 1Y | -35.9% | +100.4% | -136.3% | -44.7% |
| All | -35.9% | +97.3% | -133.2% | -44.7% |
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