+992.6%
HOOD vs SMR
+88.2%
+904.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +15.3% | -19.2% | -7.6% |
| 7D | +13.4% | +21.4% | -8.0% | +7.7% |
| 30D | +25.8% | +13.8% | +11.9% | +21.4% |
| 3M | +38.0% | +3.9% | +34.1% | +35.1% |
| 6M | +52.2% | -4.2% | +56.4% | +50.2% |
| YTD | +3.7% | -21.1% | +24.8% | +6.5% |
| 1Y | +0.1% | -67.1% | +67.1% | +19.5% |
| 3Y | +992.6% | +88.9% | +903.7% | +693.6% |
| All | +992.6% | +88.2% | +904.3% | +693.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling