+992.6%
HOOD vs IAG
+797.8%
+194.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.8% | -2.1% | -3.4% |
| 7D | +13.4% | +4.3% | +9.1% | +12.2% |
| 30D | +25.8% | +9.8% | +16.0% | +22.6% |
| 3M | +38.0% | +28.9% | +9.1% | +27.6% |
| 6M | +52.2% | -7.6% | +59.8% | +53.0% |
| YTD | +3.7% | +22.0% | -18.2% | -3.5% |
| 1Y | +0.1% | +99.5% | -99.5% | -18.1% |
| 3Y | +992.6% | +818.3% | +174.3% | +509.2% |
| All | +992.6% | +797.8% | +194.8% | +509.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 3y: compounded portfolio wealth divided by compounded IAG 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…
3y analysis · Full analysis span regression · 6 months rolling