+113.0%
HOOD vs GEN
+32.5%
+80.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.6% | +5.9% | +4.4% |
| 7D | -4.8% | +2.3% | -7.1% | -5.8% |
| 30D | -26.1% | +33.1% | -59.2% | -35.5% |
| 3M | -10.8% | +6.5% | -17.3% | -14.5% |
| 6M | +2.4% | +53.8% | -51.4% | -19.4% |
| YTD | -28.5% | +11.2% | -39.7% | -33.9% |
| 1Y | -36.3% | +19.4% | -55.7% | -43.2% |
| 3Y | +743.7% | +81.0% | +662.7% | +550.3% |
| All | +113.0% | +32.5% | +80.6% | +56.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling