+231.1%
HOOD vs RGEN
-29.0%
+260.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.1% | +0.3% | -0.9% |
| 7D | +7.7% | -4.6% | +12.3% | +9.8% |
| 30D | +22.0% | +1.2% | +20.8% | +21.2% |
| 3M | +37.6% | +26.8% | +10.8% | +21.9% |
| 6M | +45.3% | +29.1% | +16.2% | +27.2% |
| YTD | +1.9% | +0.7% | +1.2% | -0.3% |
| 1Y | -2.7% | +39.1% | -41.8% | -17.6% |
| 3Y | +973.4% | +2.2% | +971.1% | +867.6% |
| 5Y | +179.3% | -44.0% | +223.3% | +184.6% |
| All | +231.1% | -29.0% | +260.1% | +184.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 10y: compounded portfolio wealth divided by compounded RGEN 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…
10y analysis · Full analysis span regression · 6 months rolling