+132.4%
HOOD vs SM
+73.7%
+58.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.0% | +2.2% | +3.0% |
| 7D | -4.8% | -25.9% | +21.1% | +1.0% |
| 30D | -26.1% | -15.1% | -11.0% | -24.1% |
| 3M | -10.8% | +4.9% | -15.7% | -13.3% |
| 6M | +2.4% | +6.1% | -3.8% | -2.5% |
| YTD | -28.5% | +63.4% | -91.9% | -41.5% |
| 1Y | -36.3% | +72.5% | -108.8% | -48.9% |
| 3Y | +743.7% | -16.9% | +760.6% | +700.2% |
| 5Y | +118.6% | -10.6% | +129.3% | +93.8% |
| All | +132.4% | +73.7% | +58.7% | +186.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling