+43.4%
SMH vs HOOD
-37.5%
+80.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.0% | -4.8% | -3.2% |
| 7D | -11.2% | -4.4% | -6.8% | -10.2% |
| 30D | -20.4% | -23.4% | +2.9% | -15.8% |
| 3M | -12.4% | -6.5% | -5.9% | -11.9% |
| 6M | -0.5% | +14.2% | -14.7% | -5.2% |
| YTD | +40.0% | -22.7% | +62.7% | +43.1% |
| 1Y | +43.4% | -36.1% | +79.5% | +53.7% |
| All | +43.4% | -37.5% | +80.9% | +53.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling