+717.4%
HOOD vs FGI
+2.3%
+715.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | 0.0% | -10.3% | -10.3% |
| 7D | -14.4% | -11.6% | -2.8% | -14.0% |
| 30D | -30.0% | -3.3% | -26.7% | -30.0% |
| 3M | -15.5% | +65.6% | -81.1% | -18.9% |
| 6M | +1.8% | -2.8% | +4.5% | -0.9% |
| YTD | -30.7% | +30.1% | -60.8% | -34.3% |
| 1Y | -45.0% | +50.2% | -95.1% | -48.3% |
| All | +717.4% | +2.3% | +715.1% | +667.4% |
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