+225.5%
HOOD vs SRE
+47.3%
+178.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -1.1% |
| 7D | -9.1% | -0.7% | -8.5% | -8.9% |
| 30D | +20.1% | -1.7% | +21.8% | +20.2% |
| 3M | +31.2% | -7.1% | +38.3% | +34.6% |
| 6M | +44.3% | -8.4% | +52.7% | +48.1% |
| YTD | +0.2% | -3.5% | +3.7% | -0.5% |
| 1Y | -3.5% | +5.4% | -8.9% | -9.2% |
| 3Y | +955.2% | +29.5% | +925.7% | +781.1% |
| 5Y | +175.3% | +48.3% | +127.0% | +154.3% |
| All | +225.5% | +47.3% | +178.2% | +218.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded SRE 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling