+189.8%
HOOD vs SM
+107.8%
+82.0%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.5% | +0.4% | -1.4% |
| 7D | +17.1% | +0.1% | +17.0% | +17.0% |
| 30D | +31.6% | +26.3% | +5.3% | +23.2% |
| 3M | +38.2% | +8.7% | +29.6% | +33.3% |
| 6M | +48.5% | +51.7% | -3.1% | +25.1% |
| YTD | +8.0% | +99.0% | -91.1% | -17.5% |
| 1Y | +18.7% | +34.6% | -15.9% | +2.3% |
| 3Y | +999.1% | -7.8% | +1,006.9% | +920.5% |
| All | +189.8% | +107.8% | +82.0% | +101.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling