+122.7%
HOOD vs SIRI
-41.4%
+164.1%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.3% | -4.6% | -4.4% |
| 7D | -3.8% | -1.7% | -2.1% | -3.2% |
| 30D | -23.0% | +21.1% | -44.1% | -27.5% |
| 3M | -21.6% | +14.7% | -36.4% | -25.1% |
| 6M | +1.4% | +22.9% | -21.5% | -5.1% |
| YTD | -31.2% | +65.7% | -96.9% | -42.0% |
| 1Y | -35.9% | +53.5% | -89.4% | -44.6% |
| 3Y | +836.9% | -23.0% | +859.9% | +839.0% |
| All | +122.7% | -41.4% | +164.1% | +167.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling