-38.7%
HOOD vs GEN
+17.6%
-56.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +2.9% | +3.0% |
| 7D | -0.6% | -0.3% | -0.3% | -0.5% |
| 30D | -23.6% | +28.2% | -51.7% | -30.8% |
| 3M | -10.7% | +2.6% | -13.3% | -11.0% |
| 6M | +8.2% | +32.7% | -24.5% | -7.3% |
| YTD | -26.3% | +11.3% | -37.6% | -38.0% |
| All | -38.7% | +17.6% | -56.3% | -48.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling