+237.0%
HOOD vs NRG
+229.2%
+7.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.5% | -4.4% | -4.1% |
| 7D | +13.4% | +9.3% | +4.1% | +8.6% |
| 30D | +25.8% | +1.3% | +24.5% | +24.4% |
| 3M | +38.0% | -6.0% | +44.0% | +37.7% |
| 6M | +52.2% | -22.0% | +74.2% | +64.9% |
| YTD | +3.7% | -24.1% | +27.9% | +13.3% |
| 1Y | +0.1% | -18.0% | +18.1% | +5.0% |
| 3Y | +992.6% | +220.0% | +772.5% | +431.5% |
| 5Y | +193.0% | +201.1% | -8.1% | +61.7% |
| All | +237.0% | +229.2% | +7.8% | +61.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling