+58.3%
SOXX vs HOOD
+51.8%
+6.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.4% | +1.0% |
| 7D | +6.1% | +7.7% | -1.7% | +4.2% |
| 30D | +0.5% | +22.0% | -21.5% | -4.1% |
| 3M | -5.3% | +37.6% | -42.9% | -11.5% |
| 6M | +58.3% | +45.3% | +13.1% | +45.2% |
| All | +58.3% | +51.8% | +6.5% | +45.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling