+538.5%
HOOD vs FGI
-70.0%
+608.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.9% | +1.1% | +2.9% |
| 7D | -0.6% | -1.4% | +0.8% | -0.6% |
| 30D | -23.6% | -3.2% | -20.3% | -23.5% |
| 3M | -10.7% | +64.1% | -74.8% | -15.2% |
| 6M | +8.2% | +17.2% | -9.0% | +3.9% |
| YTD | -26.3% | +31.6% | -57.9% | -31.4% |
| 1Y | -36.1% | +45.1% | -81.2% | -41.2% |
| 3Y | +950.7% | -2.0% | +952.7% | +836.6% |
| All | +538.5% | -70.0% | +608.5% | +512.6% |
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 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