-35.9%
HOOD vs SIMO
+90.9%
-126.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -5.6% | +1.3% | -3.9% |
| 7D | -3.8% | +4.1% | -7.9% | -4.0% |
| 30D | -23.0% | -24.0% | +1.0% | -22.2% |
| 3M | -21.6% | -31.8% | +10.1% | -20.6% |
| 6M | +1.4% | -36.9% | +38.3% | +3.5% |
| YTD | -31.2% | +84.8% | -116.0% | -38.7% |
| 1Y | -35.9% | +99.0% | -134.9% | -48.5% |
| All | -35.9% | +90.9% | -126.8% | -48.5% |
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