+113.9%
SOXX vs HOOD
+21.2%
+92.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.1% | +5.6% | +4.0% |
| 7D | +2.2% | +17.1% | -14.9% | -1.6% |
| 30D | -2.0% | +31.6% | -33.6% | -8.5% |
| 3M | -13.7% | +38.2% | -51.9% | -20.4% |
| 6M | +52.4% | +48.5% | +3.8% | +35.9% |
| YTD | +72.8% | +8.0% | +64.8% | +64.4% |
| 1Y | +113.9% | +18.7% | +95.2% | +115.0% |
| All | +113.9% | +21.2% | +92.7% | +115.0% |
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