+250.7%
HOOD vs IR
+62.6%
+188.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.4% | -3.1% |
| 7D | +17.1% | -2.8% | +19.9% | +19.8% |
| 30D | +31.6% | -15.1% | +46.7% | +49.8% |
| 3M | +38.2% | +6.1% | +32.2% | +28.3% |
| 6M | +48.5% | -16.8% | +65.3% | +68.4% |
| YTD | +8.0% | -3.5% | +11.5% | +6.1% |
| 1Y | +18.7% | -3.5% | +22.1% | +14.9% |
| 3Y | +999.1% | +9.5% | +989.6% | +821.5% |
| 5Y | +181.7% | +45.1% | +136.6% | +67.4% |
| All | +250.7% | +62.6% | +188.1% | +54.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling