+0.1%
HOOD vs SM
+46.7%
-46.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.6% | -7.5% | -3.4% |
| 7D | +13.4% | -0.2% | +13.5% | +13.4% |
| 30D | +25.8% | +31.5% | -5.7% | +30.3% |
| 3M | +38.0% | +17.3% | +20.6% | +41.8% |
| 6M | +52.2% | +48.5% | +3.7% | +55.0% |
| YTD | +3.7% | +106.3% | -102.5% | +0.2% |
| 1Y | +0.1% | +47.3% | -47.2% | -7.0% |
| All | +0.1% | +46.7% | -46.7% | -7.0% |
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