+123.6%
HOOD vs IP
-21.2%
+144.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.4% | -5.7% | -5.0% |
| 7D | -3.8% | -0.3% | -3.5% | -3.7% |
| 30D | -23.0% | +7.9% | -30.9% | -25.8% |
| 3M | -21.6% | -15.3% | -6.3% | -15.7% |
| 6M | +1.4% | +10.5% | -9.1% | -6.0% |
| YTD | -31.2% | -9.4% | -21.8% | -31.1% |
| 1Y | -35.9% | -4.6% | -31.3% | -37.8% |
| 3Y | +836.9% | +21.2% | +815.7% | +636.3% |
| 5Y | +121.1% | -13.3% | +134.4% | +121.1% |
| All | +123.6% | -21.2% | +144.8% | +146.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling