+982.5%
HOOD vs SPMO
+159.5%
+823.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.5% | -4.4% | -4.7% |
| 7D | +13.4% | +3.4% | +10.0% | +7.5% |
| 30D | +25.8% | +0.5% | +25.3% | +24.9% |
| 3M | +38.0% | +1.9% | +36.1% | +27.8% |
| 6M | +52.2% | +27.8% | +24.4% | -10.8% |
| YTD | +3.7% | +26.7% | -22.9% | -37.3% |
| 1Y | +0.1% | +28.9% | -28.8% | -40.2% |
| All | +982.5% | +159.5% | +823.0% | +166.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling