+950.7%
HOOD vs SMR
+151.9%
+798.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +7.1% | -4.1% | +1.2% |
| 7D | -0.6% | +1.7% | -2.3% | -1.3% |
| 30D | -23.6% | -24.4% | +0.9% | -18.4% |
| 3M | -10.7% | -44.6% | +33.9% | +1.7% |
| 6M | +8.2% | -56.7% | +64.8% | +29.0% |
| YTD | -26.3% | -61.6% | +35.3% | -10.7% |
| 1Y | -36.1% | -82.1% | +46.0% | -9.7% |
| 3Y | +950.7% | +161.5% | +789.2% | +751.4% |
| All | +950.7% | +151.9% | +798.8% | +751.4% |
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