+231.1%
HOOD vs SMTC
+169.1%
+62.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.6% | -2.0% |
| 7D | +7.7% | +22.5% | -14.7% | 0.0% |
| 30D | +22.0% | +24.9% | -2.9% | +11.0% |
| 3M | +37.6% | +4.1% | +33.5% | +29.6% |
| 6M | +45.3% | +92.6% | -47.3% | +4.6% |
| YTD | +1.9% | +122.5% | -120.5% | -31.4% |
| 1Y | -2.7% | +166.2% | -168.9% | -39.3% |
| 3Y | +973.4% | +577.2% | +396.2% | +286.3% |
| 5Y | +179.3% | +119.0% | +60.3% | +107.4% |
| All | +231.1% | +169.1% | +62.0% | +128.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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