+189.8%
HOOD vs IR
+45.6%
+144.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.4% | -3.1% |
| 7D | +17.1% | -2.8% | +19.9% | +19.7% |
| 30D | +31.6% | -15.1% | +46.7% | +49.3% |
| 3M | +38.2% | +6.1% | +32.2% | +28.6% |
| 6M | +48.5% | -16.8% | +65.3% | +67.9% |
| YTD | +8.0% | -3.5% | +11.5% | +6.2% |
| 1Y | +18.7% | -3.5% | +22.1% | +15.2% |
| 3Y | +999.1% | +9.5% | +989.6% | +833.3% |
| All | +189.8% | +45.6% | +144.2% | +81.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling