+992.6%
HOOD vs SRE
+33.0%
+959.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.7% | -5.6% | -4.7% |
| 7D | +13.4% | +1.4% | +11.9% | +12.6% |
| 30D | +25.8% | +1.9% | +23.9% | +23.5% |
| 3M | +38.0% | -3.3% | +41.3% | +38.6% |
| 6M | +52.2% | -6.4% | +58.6% | +54.7% |
| YTD | +3.7% | -1.8% | +5.6% | +1.7% |
| 1Y | +0.1% | +10.7% | -10.7% | -9.9% |
| 3Y | +992.6% | +31.8% | +960.8% | +792.4% |
| All | +992.6% | +33.0% | +959.5% | +792.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling