+189.8%
HOOD vs SMTC
+91.8%
+98.0%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +9.2% | -11.3% | -5.3% |
| 7D | +17.1% | +12.7% | +4.4% | +12.2% |
| 30D | +31.6% | +22.0% | +9.6% | +20.4% |
| 3M | +38.2% | -12.7% | +50.9% | +38.9% |
| 6M | +48.5% | +64.8% | -16.2% | +13.4% |
| YTD | +8.0% | +100.7% | -92.7% | -24.6% |
| 1Y | +18.7% | +146.9% | -128.2% | -24.0% |
| 3Y | +999.1% | +456.8% | +542.3% | +329.0% |
| All | +189.8% | +91.8% | +98.0% | +128.6% |
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