+231.1%
HOOD vs IBN
+61.8%
+169.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | 0.0% | -0.5% |
| 7D | +7.7% | -5.1% | +12.8% | +11.8% |
| 30D | +22.0% | -3.5% | +25.5% | +25.1% |
| 3M | +37.6% | +11.3% | +26.3% | +27.3% |
| 6M | +45.3% | +4.4% | +40.8% | +41.0% |
| YTD | +1.9% | -1.8% | +3.7% | +2.2% |
| 1Y | -2.7% | -8.0% | +5.3% | +1.1% |
| 3Y | +973.4% | +27.1% | +946.3% | +746.8% |
| 5Y | +179.3% | +54.5% | +124.8% | +77.3% |
| All | +231.1% | +61.8% | +169.3% | +79.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling