+225.5%
HOOD vs SIRI
-46.8%
+272.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.2% | -2.9% | -2.1% |
| 7D | -9.1% | -3.0% | -6.1% | -8.3% |
| 30D | +20.1% | +1.3% | +18.8% | +19.6% |
| 3M | +31.2% | +5.6% | +25.6% | +29.0% |
| 6M | +44.3% | +35.2% | +9.2% | +31.6% |
| YTD | +0.2% | +49.1% | -48.9% | -12.3% |
| 1Y | -3.5% | +26.8% | -30.3% | -11.3% |
| 3Y | +955.2% | -23.7% | +978.9% | +957.2% |
| 5Y | +175.3% | -41.8% | +217.1% | +241.0% |
| All | +225.5% | -46.8% | +272.2% | +265.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 10y: compounded portfolio wealth divided by compounded SIRI 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…
10y analysis · Full analysis span regression · 6 months rolling