+52.5%
SOXX vs HOOD
-37.5%
+90.0%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.0% | -5.2% | -3.6% |
| 7D | -13.7% | -4.4% | -9.3% | -12.7% |
| 30D | -23.6% | -23.4% | -0.2% | -18.8% |
| 3M | -16.9% | -6.5% | -10.4% | -16.4% |
| 6M | -2.4% | +14.2% | -16.6% | -7.1% |
| YTD | +49.8% | -22.7% | +72.5% | +54.5% |
| 1Y | +52.5% | -36.1% | +88.6% | +66.0% |
| All | +52.5% | -37.5% | +90.0% | +66.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling