+123.6%
HOOD vs RGEN
-27.8%
+151.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.8% | -5.1% | -4.6% |
| 7D | -3.8% | -3.3% | -0.5% | -2.4% |
| 30D | -23.0% | -5.8% | -17.1% | -20.9% |
| 3M | -21.6% | +0.2% | -21.8% | -22.2% |
| 6M | +1.4% | +56.8% | -55.3% | -18.7% |
| YTD | -31.2% | +2.4% | -33.6% | -33.5% |
| 1Y | -35.9% | +11.4% | -47.4% | -40.3% |
| 3Y | +836.9% | +15.2% | +821.8% | +703.3% |
| 5Y | +121.1% | -35.1% | +156.2% | +121.5% |
| All | +123.6% | -27.8% | +151.4% | +89.5% |
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