+250.7%
HOOD vs IAG
+647.4%
-396.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.2% | +0.1% | -1.6% |
| 7D | +17.1% | -0.5% | +17.7% | +17.4% |
| 30D | +31.6% | +28.9% | +2.7% | +24.0% |
| 3M | +38.2% | +19.1% | +19.1% | +32.3% |
| 6M | +48.5% | -10.3% | +58.8% | +50.2% |
| YTD | +8.0% | +24.2% | -16.2% | +1.6% |
| 1Y | +18.7% | +116.5% | -97.8% | -0.3% |
| 3Y | +999.1% | +742.8% | +256.3% | +601.4% |
| 5Y | +181.7% | +753.3% | -571.6% | +66.2% |
| All | +250.7% | +647.4% | -396.8% | +129.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling