+338.0%
SMH vs HOOD
+184.6%
+153.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +1.9% | +0.6% |
| 7D | +4.3% | +7.7% | -3.4% | +1.9% |
| 30D | +0.9% | +22.0% | -21.1% | -5.1% |
| 3M | -2.8% | +37.6% | -40.4% | -12.0% |
| 6M | +45.6% | +45.3% | +0.3% | +28.0% |
| YTD | +59.5% | +1.9% | +57.5% | +52.2% |
| 1Y | +93.4% | -2.7% | +96.2% | +84.5% |
| 3Y | +287.1% | +973.4% | -686.3% | +79.8% |
| 5Y | +338.0% | +179.3% | +158.8% | +137.1% |
| All | +338.0% | +184.6% | +153.4% | +137.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling