+250.7%
HOOD vs SPMO
+160.0%
+90.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.6% | -3.7% | -4.5% |
| 7D | +17.1% | +2.0% | +15.1% | +13.6% |
| 30D | +31.6% | -0.4% | +32.0% | +32.6% |
| 3M | +38.2% | -1.9% | +40.1% | +37.5% |
| 6M | +48.5% | +25.0% | +23.5% | -4.2% |
| YTD | +8.0% | +26.0% | -18.1% | -30.5% |
| 1Y | +18.7% | +28.7% | -10.0% | -24.7% |
| 3Y | +999.1% | +160.9% | +838.2% | +161.9% |
| 5Y | +181.7% | +147.9% | +33.8% | -31.0% |
| All | +250.7% | +160.0% | +90.6% | -8.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling