-36.1%
HOOD vs FGI
+38.7%
-74.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -5.0% | +7.0% | +2.2% |
| 7D | -4.4% | +3.3% | -7.7% | -4.6% |
| 30D | -23.4% | -2.0% | -21.4% | -23.4% |
| 3M | -6.5% | +60.3% | -66.8% | -11.4% |
| 6M | +14.2% | +0.7% | +13.4% | +10.2% |
| YTD | -22.7% | +30.2% | -52.9% | -28.7% |
| 1Y | -36.1% | +44.4% | -80.5% | -45.0% |
| All | -36.1% | +38.7% | -74.8% | -45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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