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  • HOOD vs IR✓SelectedUSD · IRHOOD vs IR performance historyLatest closeAs of-2.09%09/04
Stock and ETF performance explorer

HOOD vs IR

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+48.5%
IR return
-16.8%
Excess return
+65.4%
Maximum drawdown
-26.4%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 6mo.

Portfolio and benchmark returns by period
PeriodPortfolioIRExcessAlpha
1D-2.1%+1.3%-3.4%-2.6%
7D+17.1%-2.8%+19.9%+18.3%
30D+31.6%-15.1%+46.7%+39.0%
3M+38.2%+6.1%+32.2%+30.8%
6M+48.5%-16.8%+65.3%+65.7%
All+48.5%-16.8%+65.4%+65.7%

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 6mo: 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…

6mo analysis · Full analysis span regression · 6 months rolling