-38.7%
HOOD vs SIMO
+80.3%
-119.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +5.7% | -2.7% | +2.6% |
| 7D | -0.6% | -8.5% | +7.8% | -0.2% |
| 30D | -23.6% | -34.8% | +11.2% | -22.5% |
| 3M | -10.7% | -32.8% | +22.2% | -9.4% |
| 6M | +8.2% | -32.0% | +40.2% | +10.7% |
| YTD | -26.3% | +87.0% | -113.4% | -37.3% |
| All | -38.7% | +80.3% | -119.0% | -45.9% |
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