+237.0%
HOOD vs GEN
+32.6%
+204.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.7% | -1.2% | -2.6% |
| 7D | +13.4% | -0.7% | +14.1% | +14.0% |
| 30D | +25.8% | +2.6% | +23.1% | +24.5% |
| 3M | +38.0% | +15.8% | +22.2% | +28.6% |
| 6M | +52.2% | +33.1% | +19.1% | +31.8% |
| YTD | +3.7% | +11.3% | -7.6% | -2.6% |
| 1Y | +0.1% | +1.7% | -1.6% | -2.5% |
| 3Y | +992.6% | +58.1% | +934.4% | +813.6% |
| 5Y | +193.0% | +20.6% | +172.4% | +119.6% |
| All | +237.0% | +32.6% | +204.4% | +186.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded GEN 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling