+937.5%
HOOD vs SMR
-3.5%
+941.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -2.0% |
| 7D | +17.1% | +4.4% | +12.7% | +16.0% |
| 30D | +31.6% | +3.4% | +28.2% | +30.6% |
| 3M | +38.2% | -19.2% | +57.4% | +44.3% |
| 6M | +48.5% | -22.6% | +71.2% | +54.9% |
| YTD | +8.0% | -31.5% | +39.5% | +15.2% |
| 1Y | +18.7% | -73.1% | +91.7% | +49.6% |
| 3Y | +999.1% | +55.0% | +944.1% | +747.0% |
| All | +937.5% | -3.5% | +941.0% | +742.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling