+250.7%
HOOD vs GEN
+36.4%
+214.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.2% | +0.1% | -1.1% |
| 7D | +17.1% | -1.2% | +18.3% | +17.9% |
| 30D | +31.6% | +10.1% | +21.4% | +26.1% |
| 3M | +38.2% | +16.1% | +22.2% | +28.7% |
| 6M | +48.5% | +38.9% | +9.7% | +26.1% |
| YTD | +8.0% | +14.4% | -6.5% | 0.0% |
| 1Y | +18.7% | +5.9% | +12.8% | +13.5% |
| 3Y | +999.1% | +58.8% | +940.3% | +814.2% |
| 5Y | +181.7% | +24.7% | +157.0% | +109.6% |
| All | +250.7% | +36.4% | +214.3% | +194.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling