+127.0%
HOOD vs IBN
+70.2%
+56.8%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.7% | +1.3% | +1.9% |
| 7D | -0.6% | +14.6% | -15.2% | -9.6% |
| 30D | -23.6% | +23.5% | -47.1% | -34.1% |
| 3M | -10.7% | +14.0% | -24.7% | -18.6% |
| 6M | +8.2% | +31.1% | -23.0% | -10.7% |
| YTD | -26.3% | +16.6% | -42.9% | -34.6% |
| 1Y | -36.1% | +14.9% | -51.0% | -42.7% |
| 3Y | +950.7% | +56.9% | +893.8% | +609.4% |
| 5Y | +127.0% | +69.7% | +57.4% | +43.8% |
| All | +127.0% | +70.2% | +56.8% | +43.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling