+960.0%
SMCI vs HOOD
+221.3%
+738.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.1% | +6.6% | +5.1% |
| 7D | +6.8% | +17.1% | -10.4% | +1.6% |
| 30D | +30.6% | +31.6% | -1.0% | +19.9% |
| 3M | -15.6% | +38.2% | -53.8% | -24.4% |
| 6M | +21.3% | +48.5% | -27.3% | +6.5% |
| YTD | +35.3% | +8.0% | +27.3% | +28.0% |
| 1Y | -2.7% | +18.7% | -21.4% | -11.3% |
| 3Y | +40.3% | +999.1% | -958.8% | -23.6% |
| 5Y | +941.8% | +181.7% | +760.2% | +462.9% |
| All | +960.0% | +221.3% | +738.6% | +476.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling