+992.6%
HOOD vs IGV
+40.9%
+951.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.8% | -2.1% | -1.3% |
| 7D | +13.4% | -3.3% | +16.7% | +19.3% |
| 30D | +25.8% | 0.0% | +25.8% | +25.0% |
| 3M | +38.0% | +7.3% | +30.6% | +22.3% |
| 6M | +52.2% | +16.7% | +35.5% | +16.5% |
| YTD | +3.7% | -2.8% | +6.6% | +7.5% |
| 1Y | +0.1% | -6.7% | +6.7% | +13.1% |
| 3Y | +992.6% | +41.1% | +951.4% | +697.7% |
| All | +992.6% | +40.9% | +951.7% | +697.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 3y: compounded portfolio wealth divided by compounded IGV 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…
3y analysis · Full analysis span regression · 6 months rolling