+836.9%
HOOD vs INDA
+16.8%
+820.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.1% | -4.0% |
| 7D | -3.8% | +1.1% | -4.9% | -5.2% |
| 30D | -23.0% | +9.4% | -32.3% | -32.2% |
| 3M | -21.6% | +2.9% | -24.6% | -24.5% |
| 6M | +1.4% | +7.2% | -5.8% | -7.5% |
| YTD | -31.2% | -4.8% | -26.3% | -26.1% |
| 1Y | -35.9% | -5.1% | -30.9% | -31.0% |
| 3Y | +836.9% | +16.7% | +820.3% | +536.3% |
| All | +836.9% | +16.8% | +820.1% | +536.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling