+189.8%
HOOD vs IBB
+22.5%
+167.4%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -0.8% |
| 7D | +17.1% | +1.4% | +15.7% | +14.8% |
| 30D | +31.6% | +10.5% | +21.1% | +13.9% |
| 3M | +38.2% | +23.6% | +14.6% | +1.0% |
| 6M | +48.5% | +22.6% | +25.9% | +10.9% |
| YTD | +8.0% | +25.7% | -17.7% | -22.5% |
| 1Y | +18.7% | +51.4% | -32.7% | -35.3% |
| 3Y | +999.1% | +64.4% | +934.7% | +430.2% |
| All | +189.8% | +22.5% | +167.4% | +116.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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