-35.9%
HOOD vs SM
+72.9%
-108.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +5.6% | -1.6% | +4.8% |
| 7D | -3.2% | +0.3% | -3.6% | -3.3% |
| 30D | -22.6% | -17.3% | -5.2% | -24.8% |
| 3M | -10.4% | -3.6% | -6.8% | -10.4% |
| 6M | +4.7% | +2.9% | +1.8% | +6.6% |
| YTD | -25.2% | +70.2% | -95.4% | -34.0% |
| 1Y | -35.9% | +66.5% | -102.4% | -41.8% |
| All | -35.9% | +72.9% | -108.8% | -41.8% |
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