-35.9%
HOOD vs IRE
-97.6%
+61.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -14.4% | +10.1% | -2.3% |
| 7D | -3.8% | -31.8% | +28.1% | +1.0% |
| 30D | -23.0% | -71.8% | +48.8% | -12.1% |
| 3M | -21.6% | -88.9% | +67.3% | -0.6% |
| 6M | +1.4% | -95.4% | +96.8% | +34.7% |
| YTD | -31.2% | -94.2% | +63.1% | -21.8% |
| 1Y | -35.9% | -97.1% | +61.2% | -22.4% |
| All | -35.9% | -97.6% | +61.6% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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