+179.3%
HOOD vs INDA
+5.9%
+173.4%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -0.5% |
| 7D | +7.7% | -2.6% | +10.3% | +12.0% |
| 30D | +22.0% | -2.9% | +24.9% | +27.8% |
| 3M | +37.6% | +2.4% | +35.2% | +33.1% |
| 6M | +45.3% | -2.6% | +47.9% | +52.1% |
| YTD | +1.9% | -10.0% | +11.9% | +18.8% |
| 1Y | -2.7% | -7.7% | +4.9% | +8.8% |
| 3Y | +973.4% | +8.9% | +964.5% | +839.7% |
| 5Y | +179.3% | +6.0% | +173.3% | +170.0% |
| All | +179.3% | +5.9% | +173.4% | +170.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling