+113.0%
HOOD vs IP
-12.0%
+125.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.4% | +2.8% |
| 7D | -4.8% | -5.1% | +0.3% | -2.5% |
| 30D | -26.1% | +8.5% | -34.6% | -29.0% |
| 3M | -10.8% | -13.8% | +3.0% | -4.8% |
| 6M | +2.4% | +5.7% | -3.4% | -3.0% |
| YTD | -28.5% | -9.1% | -19.3% | -28.4% |
| 1Y | -36.3% | -0.8% | -35.5% | -39.5% |
| 3Y | +743.7% | +14.8% | +728.9% | +592.5% |
| All | +113.0% | -12.0% | +125.0% | +102.1% |
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