+921.6%
SMCI vs HOOD
+173.1%
+748.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.7% | -2.3% | -3.4% |
| 7D | -1.3% | -9.1% | +7.8% | +2.0% |
| 30D | +18.3% | +20.1% | -1.8% | +10.0% |
| 3M | +27.7% | +31.2% | -3.5% | +13.8% |
| 6M | +17.6% | +44.3% | -26.7% | +1.2% |
| YTD | +27.7% | +0.2% | +27.5% | +22.4% |
| 1Y | -14.9% | -3.5% | -11.4% | -18.4% |
| 3Y | +33.2% | +955.2% | -922.0% | -40.7% |
| 5Y | +921.6% | +175.3% | +746.3% | +471.9% |
| All | +921.6% | +173.1% | +748.5% | +471.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling