+346.4%
SMH vs HOOD
+221.3%
+125.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.1% | +4.7% | +3.1% |
| 7D | +2.5% | +17.1% | -14.6% | -1.3% |
| 30D | -0.5% | +31.6% | -32.1% | -7.0% |
| 3M | -9.6% | +38.2% | -47.9% | -16.8% |
| 6M | +42.1% | +48.5% | -6.5% | +27.0% |
| YTD | +57.4% | +8.0% | +49.5% | +49.6% |
| 1Y | +96.2% | +18.7% | +77.6% | +80.3% |
| 3Y | +267.9% | +999.1% | -731.2% | +103.1% |
| 5Y | +327.7% | +181.7% | +146.0% | +140.1% |
| All | +346.4% | +221.3% | +125.1% | +148.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling