+127.0%
HOOD vs IAG
+540.0%
-413.0%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +5.8% | -2.8% | +1.6% |
| 7D | -0.6% | +24.0% | -24.6% | -5.8% |
| 30D | -23.6% | +5.5% | -29.1% | -24.7% |
| 3M | -10.7% | +8.3% | -19.0% | -12.4% |
| 6M | +8.2% | +6.1% | +2.1% | +6.1% |
| YTD | -26.3% | +20.3% | -46.6% | -30.3% |
| 1Y | -36.1% | +56.5% | -92.6% | -42.6% |
| 3Y | +950.7% | +762.6% | +188.1% | +575.2% |
| 5Y | +127.0% | +546.3% | -419.2% | +42.8% |
| All | +127.0% | +540.0% | -413.0% | +42.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling