+177.3%
HOOD vs NRG
+194.8%
-17.5%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -1.4% |
| 7D | -7.8% | -4.7% | -3.1% | -5.8% |
| 30D | +18.6% | -6.0% | +24.6% | +21.4% |
| 3M | +22.1% | -8.0% | +30.0% | +23.1% |
| 6M | +43.1% | -23.2% | +66.2% | +55.7% |
| YTD | -0.5% | -28.1% | +27.6% | +11.2% |
| 1Y | -4.4% | -27.3% | +22.9% | +6.5% |
| 3Y | +938.5% | +208.7% | +729.8% | +428.0% |
| All | +177.3% | +194.8% | -17.5% | +51.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling