+193.0%
HOOD vs IEF
-8.2%
+201.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.1% | -3.8% | -3.9% |
| 7D | +13.4% | +0.1% | +13.3% | +13.3% |
| 30D | +25.8% | -0.7% | +26.5% | +26.2% |
| 3M | +38.0% | -0.4% | +38.4% | +38.3% |
| 6M | +52.2% | -2.5% | +54.7% | +53.4% |
| YTD | +3.7% | -1.6% | +5.3% | +4.4% |
| 1Y | +0.1% | -1.3% | +1.4% | +0.6% |
| 3Y | +992.6% | +10.1% | +982.5% | +945.4% |
| 5Y | +193.0% | -8.3% | +201.3% | +147.5% |
| All | +193.0% | -8.2% | +201.2% | +147.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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