+204.9%
HOOD vs IBN
+60.8%
+144.1%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.6% |
| 7D | +17.1% | +1.4% | +15.7% | +16.1% |
| 30D | +31.6% | -0.3% | +31.9% | +31.9% |
| 3M | +38.2% | +17.1% | +21.1% | +24.6% |
| 6M | +48.5% | +3.4% | +45.1% | +45.2% |
| YTD | +8.0% | +2.5% | +5.4% | +5.3% |
| 1Y | +18.7% | -4.2% | +22.8% | +19.8% |
| 3Y | +999.1% | +32.4% | +966.7% | +769.4% |
| All | +204.9% | +60.8% | +144.1% | +112.9% |
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