+347.6%
SMH vs HOOD
+196.2%
+151.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.1% | +1.6% |
| 7D | +0.3% | -7.8% | +8.1% | +2.0% |
| 30D | -2.8% | +18.6% | -21.4% | -7.1% |
| 3M | -6.7% | +22.1% | -28.8% | -11.9% |
| 6M | +41.8% | +43.1% | -1.3% | +27.7% |
| YTD | +57.9% | -0.5% | +58.3% | +52.6% |
| 1Y | +87.6% | -4.4% | +92.0% | +81.3% |
| 3Y | +282.9% | +938.5% | -655.5% | +114.1% |
| 5Y | +330.4% | +173.4% | +157.0% | +145.7% |
| All | +347.6% | +196.2% | +151.4% | +153.4% |
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