+250.7%
HOOD vs IP
-14.7%
+265.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.2% | -4.3% | -3.1% |
| 7D | +17.1% | -5.3% | +22.4% | +20.0% |
| 30D | +31.6% | -10.9% | +42.4% | +38.7% |
| 3M | +38.2% | +11.2% | +27.1% | +28.4% |
| 6M | +48.5% | -10.2% | +58.8% | +52.8% |
| YTD | +8.0% | -2.0% | +10.0% | +4.6% |
| 1Y | +18.7% | -19.1% | +37.8% | +27.1% |
| 3Y | +999.1% | +20.9% | +978.2% | +786.9% |
| 5Y | +181.7% | -17.8% | +199.5% | +180.4% |
| All | +250.7% | -14.7% | +265.4% | +273.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling