+1,028.6%
HOOD vs IP
+21.5%
+1,007.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.2% | -4.3% | -2.8% |
| 7D | +17.1% | -5.3% | +22.4% | +19.2% |
| 30D | +31.6% | -10.9% | +42.4% | +36.8% |
| 3M | +38.2% | +11.2% | +27.1% | +30.9% |
| 6M | +48.5% | -10.2% | +58.8% | +52.2% |
| YTD | +8.0% | -2.0% | +10.0% | +5.9% |
| 1Y | +18.7% | -19.1% | +37.8% | +25.7% |
| All | +1,028.6% | +21.5% | +1,007.1% | +1,022.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling