+96.2%
SMH vs HOOD
+21.2%
+75.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.1% | +4.7% | +3.0% |
| 7D | +2.5% | +17.1% | -14.6% | -1.1% |
| 30D | -0.5% | +31.6% | -32.1% | -6.6% |
| 3M | -9.6% | +38.2% | -47.9% | -16.4% |
| 6M | +42.1% | +48.5% | -6.5% | +27.5% |
| YTD | +57.4% | +8.0% | +49.5% | +49.7% |
| 1Y | +96.2% | +18.7% | +77.6% | +95.6% |
| All | +96.2% | +21.2% | +75.0% | +95.6% |
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