+228.7%
SMH vs HOOD
+936.5%
-707.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +4.0% | +0.8% | +3.8% |
| 7D | +0.5% | -3.2% | +3.8% | +1.6% |
| 30D | -14.2% | -22.6% | +8.3% | -8.4% |
| 3M | -11.5% | -10.4% | -1.1% | -9.9% |
| 6M | -12.0% | +4.7% | -16.7% | -15.0% |
| YTD | +40.8% | -25.2% | +66.0% | +45.6% |
| 1Y | +44.9% | -35.9% | +80.8% | +55.3% |
| All | +228.7% | +936.5% | -707.8% | +95.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling