+18.7%
HOOD vs IBM
-1.8%
+20.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | +17.1% | -0.3% | +17.4% | +17.3% |
| 30D | +31.6% | +0.3% | +31.3% | +31.7% |
| 3M | +38.2% | -21.6% | +59.8% | +49.3% |
| 6M | +48.5% | -4.7% | +53.2% | +41.4% |
| YTD | +8.0% | -19.1% | +27.1% | +13.0% |
| 1Y | +18.7% | -2.5% | +21.2% | +26.0% |
| All | +18.7% | -1.8% | +20.5% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBM.
Daily Out/Under-Performance
Portfolio return minus IBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBM 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 1y: compounded portfolio wealth divided by compounded IBM 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…
1y analysis · Full analysis span regression · 6 months rolling