+486.4%
HOOD vs GEV
+748.2%
-261.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.1% | -7.0% | -5.5% |
| 7D | +13.4% | +8.1% | +5.3% | +9.0% |
| 30D | +25.8% | -1.9% | +27.7% | +26.7% |
| 3M | +38.0% | +4.1% | +33.9% | +31.4% |
| 6M | +52.2% | +23.2% | +29.0% | +29.6% |
| YTD | +3.7% | +48.9% | -45.1% | -21.6% |
| 1Y | +0.1% | +62.2% | -62.1% | -29.2% |
| All | +486.4% | +748.2% | -261.8% | +111.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEV.
Daily Out/Under-Performance
Portfolio return minus GEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEV 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 3y: compounded portfolio wealth divided by compounded GEV 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…
3y analysis · Full analysis span regression · 6 months rolling