-36.1%
HOOD vs SM
+70.4%
-106.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -15.3% | +17.3% | -0.7% |
| 7D | -4.4% | -21.5% | +17.1% | -8.2% |
| 30D | -23.4% | -11.4% | -12.0% | -24.7% |
| 3M | -6.5% | +0.6% | -7.1% | -5.8% |
| 6M | +14.2% | +0.2% | +13.9% | +16.2% |
| YTD | -22.7% | +69.7% | -92.4% | -29.2% |
| 1Y | -36.1% | +71.6% | -107.7% | -40.9% |
| All | -36.1% | +70.4% | -106.5% | -40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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