-40.1%
HOOD vs SMTC
+53.1%
-93.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.5% | +0.2% | -1.9% |
| 7D | -5.1% | -10.9% | +5.9% | -3.7% |
| 30D | -25.4% | -39.4% | +14.0% | -19.6% |
| 3M | -14.0% | -13.5% | -0.4% | -14.1% |
| 6M | +5.6% | -6.8% | +12.4% | -2.1% |
| YTD | -28.1% | +54.0% | -82.1% | -46.0% |
| 1Y | -40.1% | +50.8% | -90.9% | -54.9% |
| All | -40.1% | +53.1% | -93.3% | -54.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling