+879.4%
HOOD vs SMR
+7.6%
+871.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.3% | +1.6% | -1.0% |
| 7D | +7.7% | +13.1% | -5.3% | +4.2% |
| 30D | +22.0% | +17.8% | +4.2% | +16.9% |
| 3M | +37.6% | +8.1% | +29.5% | +33.5% |
| 6M | +45.3% | -11.1% | +56.4% | +45.9% |
| YTD | +1.9% | -23.7% | +25.6% | +5.4% |
| 1Y | -2.7% | -69.4% | +66.7% | +18.5% |
| 3Y | +973.4% | +82.6% | +890.8% | +691.6% |
| All | +879.4% | +7.6% | +871.9% | +670.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SMR.
Daily Out/Under-Performance
Portfolio return minus SMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMR 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 10y: compounded portfolio wealth divided by compounded SMR 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…
10y analysis · Full analysis span regression · 6 months rolling