+179.3%
HOOD vs SPMO
+149.2%
+30.1%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.6% | -1.6% |
| 7D | +7.7% | +2.7% | +5.0% | +3.3% |
| 30D | +22.0% | +1.1% | +20.9% | +20.1% |
| 3M | +37.6% | +2.0% | +35.6% | +28.0% |
| 6M | +45.3% | +26.5% | +18.7% | -9.0% |
| YTD | +1.9% | +26.5% | -24.6% | -35.3% |
| 1Y | -2.7% | +27.9% | -30.7% | -38.2% |
| 3Y | +973.4% | +160.4% | +813.0% | +147.5% |
| 5Y | +179.3% | +151.5% | +27.8% | -30.7% |
| All | +179.3% | +149.2% | +30.1% | -30.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling