+18.7%
HOOD vs NRG
-18.6%
+37.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +6.4% | -8.5% | -4.2% |
| 7D | +17.1% | +7.1% | +10.0% | +14.4% |
| 30D | +31.6% | -1.4% | +33.0% | +31.8% |
| 3M | +38.2% | -10.5% | +48.7% | +40.2% |
| 6M | +48.5% | -26.7% | +75.3% | +65.3% |
| YTD | +8.0% | -24.5% | +32.5% | +16.6% |
| 1Y | +18.7% | -18.6% | +37.2% | +42.1% |
| All | +18.7% | -18.6% | +37.3% | +42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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