+1,028.6%
HOOD vs FGI
-4.4%
+1,032.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +7.5% | -9.6% | -2.4% |
| 7D | +17.1% | +0.5% | +16.6% | +17.1% |
| 30D | +31.6% | +65.4% | -33.8% | +26.6% |
| 3M | +38.2% | +23.5% | +14.7% | +34.1% |
| 6M | +48.5% | +60.5% | -12.0% | +40.1% |
| YTD | +8.0% | +30.0% | -22.0% | +2.6% |
| 1Y | +18.7% | +82.1% | -63.4% | +9.4% |
| All | +1,028.6% | -4.4% | +1,032.9% | +971.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling