+266.4%
SOXX vs HOOD
+203.4%
+63.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.4% | +1.1% |
| 7D | +6.1% | +7.7% | -1.7% | +3.9% |
| 30D | +0.5% | +22.0% | -21.5% | -4.7% |
| 3M | -5.3% | +37.6% | -42.9% | -13.1% |
| 6M | +58.3% | +45.3% | +13.1% | +41.8% |
| YTD | +76.8% | +1.9% | +74.9% | +69.9% |
| 1Y | +114.6% | -2.7% | +117.3% | +106.6% |
| 3Y | +229.6% | +973.4% | -743.7% | +80.5% |
| 5Y | +257.3% | +179.3% | +78.1% | +99.9% |
| All | +266.4% | +203.4% | +63.1% | +103.5% |
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