+1,028.6%
HOOD vs SM
-7.7%
+1,036.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.5% | +0.4% | -1.5% |
| 7D | +17.1% | +0.1% | +17.0% | +17.0% |
| 30D | +31.6% | +26.3% | +5.3% | +24.1% |
| 3M | +38.2% | +8.7% | +29.6% | +34.2% |
| 6M | +48.5% | +51.7% | -3.1% | +24.5% |
| YTD | +8.0% | +99.0% | -91.1% | -19.4% |
| 1Y | +18.7% | +34.6% | -15.9% | +2.7% |
| All | +1,028.6% | -7.7% | +1,036.3% | +931.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling