+618.6%
HOOD vs SMR
-48.0%
+666.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.2% | +3.8% | +3.9% |
| 7D | -3.2% | +1.9% | -5.2% | -3.9% |
| 30D | -22.6% | -21.9% | -0.6% | -18.0% |
| 3M | -10.4% | -47.1% | +36.7% | +3.0% |
| 6M | +4.7% | -60.6% | +65.4% | +27.2% |
| YTD | -25.2% | -63.1% | +37.9% | -8.9% |
| 1Y | -35.9% | -80.4% | +44.6% | -11.3% |
| 3Y | +927.7% | +150.2% | +777.5% | +647.4% |
| All | +618.6% | -48.0% | +666.6% | +565.8% |
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