+250.7%
HOOD vs RGEN
-27.9%
+278.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.6% |
| 7D | +17.1% | -4.9% | +22.0% | +19.5% |
| 30D | +31.6% | +5.7% | +25.9% | +28.3% |
| 3M | +38.2% | +32.4% | +5.8% | +20.1% |
| 6M | +48.5% | +33.2% | +15.3% | +28.3% |
| YTD | +8.0% | +2.3% | +5.7% | +4.9% |
| 1Y | +18.7% | +39.0% | -20.3% | +0.2% |
| 3Y | +999.1% | -4.6% | +1,003.7% | +926.5% |
| 5Y | +181.7% | -42.7% | +224.4% | +184.9% |
| All | +250.7% | -27.9% | +278.6% | +198.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling