+878.9%
HOOD vs SM
-3.8%
+882.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +5.2% | -9.0% | -4.8% |
| 7D | +3.8% | +10.6% | -6.8% | +1.6% |
| 30D | -26.4% | -15.0% | -11.4% | -24.5% |
| 3M | -14.3% | +1.7% | -16.0% | -16.1% |
| 6M | +3.9% | +5.9% | -1.9% | -1.0% |
| YTD | -28.1% | +79.0% | -107.1% | -46.3% |
| 1Y | -38.8% | +84.7% | -123.5% | -55.0% |
| All | +878.9% | -3.8% | +882.8% | +828.8% |
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 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