+520.0%
HOOD vs FGI
-70.6%
+590.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.8% | +4.0% | +3.2% |
| 7D | -4.8% | -7.0% | +2.2% | -4.5% |
| 30D | -26.1% | -4.2% | -21.9% | -26.0% |
| 3M | -10.8% | +55.6% | -66.4% | -15.1% |
| 6M | +2.4% | -3.2% | +5.5% | -0.9% |
| YTD | -28.5% | +29.1% | -57.6% | -33.3% |
| 1Y | -36.3% | +51.0% | -87.3% | -41.6% |
| 3Y | +743.7% | +1.5% | +742.2% | +647.3% |
| All | +520.0% | -70.6% | +590.6% | +495.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling