+237.0%
HOOD vs RGTI
+62.8%
+174.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +4.0% | -7.9% | -4.6% |
| 7D | +13.4% | +5.5% | +7.9% | +12.3% |
| 30D | +25.8% | -11.9% | +37.7% | +28.5% |
| 3M | +38.0% | -27.4% | +65.3% | +44.7% |
| 6M | +52.2% | -7.1% | +59.3% | +51.2% |
| YTD | +3.7% | -28.6% | +32.4% | +7.2% |
| 1Y | +0.1% | +4.4% | -4.3% | -4.3% |
| 3Y | +992.6% | +698.5% | +294.1% | +506.6% |
| 5Y | +193.0% | +64.2% | +128.8% | +139.6% |
| All | +237.0% | +62.8% | +174.2% | +165.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling