+263.1%
SOXX vs HOOD
+196.2%
+66.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.7% | +2.5% | +2.0% |
| 7D | +1.4% | -7.8% | +9.2% | +3.2% |
| 30D | -3.6% | +18.6% | -22.2% | -8.0% |
| 3M | -10.2% | +22.1% | -32.2% | -15.3% |
| 6M | +54.2% | +43.1% | +11.2% | +38.6% |
| YTD | +75.2% | -0.5% | +75.7% | +69.2% |
| 1Y | +107.5% | -4.4% | +111.9% | +100.5% |
| 3Y | +226.8% | +938.5% | -711.7% | +80.2% |
| 5Y | +251.2% | +173.4% | +77.8% | +97.5% |
| All | +263.1% | +196.2% | +66.8% | +102.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling