+18.7%
HOOD vs IJR
+25.5%
-6.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.5% | -2.8% |
| 7D | +17.1% | -0.2% | +17.3% | +17.5% |
| 30D | +31.6% | -2.4% | +34.0% | +37.7% |
| 3M | +38.2% | +3.9% | +34.3% | +29.0% |
| 6M | +48.5% | +12.4% | +36.1% | +20.4% |
| YTD | +8.0% | +21.5% | -13.5% | -22.5% |
| 1Y | +18.7% | +24.0% | -5.3% | -15.8% |
| All | +18.7% | +25.5% | -6.8% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 1y: compounded portfolio wealth divided by compounded IJR 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…
1y analysis · Full analysis span regression · 6 months rolling