-2.7%
HOOD vs IVZ
+50.2%
-52.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.0% |
| 7D | +7.7% | +1.2% | +6.6% | +7.0% |
| 30D | +22.0% | +1.8% | +20.2% | +20.5% |
| 3M | +37.6% | +15.7% | +21.9% | +19.7% |
| 6M | +45.3% | +36.3% | +8.9% | +9.0% |
| YTD | +1.9% | +24.9% | -23.0% | -19.0% |
| 1Y | -2.7% | +48.9% | -51.7% | -33.7% |
| All | -2.7% | +50.2% | -52.9% | -33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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