+175.3%
HOOD vs RGTI
+56.1%
+119.1%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.6% |
| 7D | -9.1% | -0.1% | -9.0% | -9.2% |
| 30D | +20.1% | -16.2% | +36.3% | +23.8% |
| 3M | +31.2% | -22.0% | +53.3% | +36.2% |
| 6M | +44.3% | -10.8% | +55.1% | +44.3% |
| YTD | +0.2% | -31.6% | +31.8% | +4.3% |
| 1Y | -3.5% | -6.4% | +2.8% | -6.1% |
| 3Y | +955.2% | +665.7% | +289.6% | +489.0% |
| 5Y | +175.3% | +55.6% | +119.6% | +91.1% |
| All | +175.3% | +56.1% | +119.1% | +91.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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