-3.5%
HOOD vs INDA
-9.3%
+5.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -0.3% |
| 7D | -9.1% | -3.6% | -5.5% | -5.0% |
| 30D | +20.1% | -4.0% | +24.0% | +26.1% |
| 3M | +31.2% | +1.7% | +29.5% | +29.3% |
| 6M | +44.3% | -3.6% | +48.0% | +45.7% |
| YTD | +0.2% | -11.0% | +11.2% | +5.6% |
| 1Y | -3.5% | -9.5% | +6.0% | +3.1% |
| All | -3.5% | -9.3% | +5.8% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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