+44.6%
SMCI vs HOOD
+940.4%
-895.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.7% | +7.9% | +7.6% |
| 7D | +1.3% | -7.8% | +9.1% | +4.7% |
| 30D | +6.6% | +18.6% | -12.0% | -1.8% |
| 3M | +25.4% | +22.1% | +3.4% | +12.4% |
| 6M | +26.1% | +43.1% | -16.9% | +5.3% |
| YTD | +37.0% | -0.5% | +37.5% | +29.7% |
| 1Y | -8.8% | -4.4% | -4.4% | -13.7% |
| 3Y | +44.6% | +938.5% | -893.9% | -36.5% |
| All | +44.6% | +940.4% | -895.8% | -36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HOOD.
Daily Out/Under-Performance
Portfolio return minus HOOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HOOD 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 HOOD 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