+111.8%
HOOD vs IP
-12.5%
+124.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -4.0% | -6.4% | -8.5% |
| 7D | -14.4% | -5.0% | -9.4% | -12.4% |
| 30D | -30.0% | +6.5% | -36.5% | -32.1% |
| 3M | -15.5% | -18.0% | +2.5% | -7.8% |
| 6M | +1.8% | +10.3% | -8.5% | -5.7% |
| YTD | -30.7% | -9.9% | -20.8% | -30.4% |
| 1Y | -45.0% | -1.1% | -43.9% | -47.7% |
| 3Y | +709.0% | +13.0% | +696.0% | +569.8% |
| 5Y | +111.8% | -12.3% | +124.1% | +104.3% |
| All | +111.8% | -12.5% | +124.3% | +104.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling