+526.2%
HOOD vs IOT
+61.4%
+464.8%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.7% | -5.8% | -3.7% |
| 7D | +17.1% | -2.3% | +19.5% | +18.2% |
| 30D | +31.6% | +3.8% | +27.8% | +29.2% |
| 3M | +38.2% | +14.2% | +24.1% | +28.4% |
| 6M | +48.5% | +40.1% | +8.4% | +22.6% |
| YTD | +8.0% | +13.4% | -5.4% | -2.7% |
| 1Y | +18.7% | +12.2% | +6.5% | +5.4% |
| 3Y | +999.1% | +30.0% | +969.1% | +777.2% |
| All | +526.2% | +61.4% | +464.8% | +250.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 all: compounded portfolio wealth divided by compounded IOT 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…
all analysis · Full analysis span regression · 6 months rolling