+225.5%
HOOD vs SPMO
+156.2%
+69.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | +0.2% | +1.2% |
| 7D | -9.1% | +0.1% | -9.2% | -9.4% |
| 30D | +20.1% | -0.7% | +20.8% | +21.5% |
| 3M | +31.2% | +2.8% | +28.4% | +20.6% |
| 6M | +44.3% | +24.4% | +19.9% | -6.6% |
| YTD | +0.2% | +24.2% | -24.0% | -34.0% |
| 1Y | -3.5% | +24.5% | -28.0% | -35.5% |
| 3Y | +955.2% | +155.6% | +799.6% | +159.4% |
| 5Y | +175.3% | +148.2% | +27.1% | -29.3% |
| All | +225.5% | +156.2% | +69.2% | -12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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