-38.3%
HOOD vs IRE
-97.7%
+59.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -15.8% | +13.4% | -0.1% |
| 7D | -5.1% | -41.9% | +36.8% | +0.3% |
| 30D | -25.4% | -75.1% | +49.7% | -12.8% |
| 3M | -14.0% | -82.4% | +68.4% | +3.9% |
| 6M | +5.6% | -95.5% | +101.1% | +43.2% |
| YTD | -28.1% | -93.1% | +65.0% | -20.7% |
| 1Y | -40.1% | -97.8% | +57.6% | -22.2% |
| All | -38.3% | -97.7% | +59.4% | -23.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling