+743.7%
HOOD vs SMTC
+597.8%
+145.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +12.7% | -9.5% | -0.5% |
| 7D | -4.8% | -19.0% | +14.2% | +0.5% |
| 30D | -26.1% | -46.7% | +20.6% | -12.7% |
| 3M | -10.8% | -23.4% | +12.6% | -7.7% |
| 6M | +2.4% | -13.4% | +15.8% | -2.8% |
| YTD | -28.5% | +40.1% | -68.5% | -44.2% |
| 1Y | -36.3% | +47.7% | -84.0% | -51.3% |
| 3Y | +743.7% | +606.9% | +136.8% | +238.5% |
| All | +743.7% | +597.8% | +145.9% | +238.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling