+283.2%
SMH vs HOOD
+104.9%
+178.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.3% | +1.3% | -2.0% |
| 7D | +4.9% | -3.8% | +8.7% | +5.9% |
| 30D | -13.8% | -23.0% | +9.2% | -8.5% |
| 3M | -17.4% | -21.6% | +4.3% | -13.4% |
| 6M | -15.0% | +1.4% | -16.4% | -16.7% |
| YTD | +35.2% | -31.2% | +66.3% | +41.7% |
| 1Y | +41.6% | -35.9% | +77.5% | +50.3% |
| 3Y | +215.6% | +836.9% | -621.3% | +82.7% |
| 5Y | +233.2% | +121.1% | +112.1% | +105.3% |
| All | +283.2% | +104.9% | +178.3% | +135.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling