+113.0%
HOOD vs SMTC
+13.5%
+99.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +12.7% | -9.5% | -1.0% |
| 7D | -4.8% | -19.0% | +14.2% | +1.2% |
| 30D | -26.1% | -46.7% | +20.6% | -10.6% |
| 3M | -10.8% | -23.4% | +12.6% | -7.4% |
| 6M | +2.4% | -13.4% | +15.8% | -3.4% |
| YTD | -28.5% | +40.1% | -68.5% | -45.6% |
| 1Y | -36.3% | +47.7% | -84.0% | -52.6% |
| 3Y | +743.7% | +606.9% | +136.8% | +179.9% |
| All | +113.0% | +13.5% | +99.6% | +101.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling