-36.1%
HOOD vs IR
+11.7%
-47.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.5% | +2.2% |
| 7D | -4.4% | +11.6% | -16.0% | -8.3% |
| 30D | -23.4% | +7.2% | -30.6% | -25.3% |
| 3M | -6.5% | -5.9% | -0.6% | -4.9% |
| 6M | +14.2% | +11.5% | +2.7% | +7.9% |
| YTD | -22.7% | +6.3% | -29.1% | -24.2% |
| 1Y | -36.1% | +9.1% | -45.2% | -39.4% |
| All | -36.1% | +11.7% | -47.8% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 1y: compounded portfolio wealth divided by compounded IR 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…
1y analysis · Full analysis span regression · 6 months rolling