+992.6%
HOOD vs IVZ
+140.4%
+852.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.2% | -1.7% | -2.0% |
| 7D | +13.4% | +1.1% | +12.3% | +12.6% |
| 30D | +25.8% | +3.1% | +22.7% | +23.0% |
| 3M | +38.0% | +18.2% | +19.8% | +18.9% |
| 6M | +52.2% | +38.6% | +13.6% | +14.8% |
| YTD | +3.7% | +25.9% | -22.2% | -15.3% |
| 1Y | +0.1% | +51.7% | -51.6% | -30.3% |
| 3Y | +992.6% | +138.7% | +853.9% | +393.4% |
| All | +992.6% | +140.4% | +852.2% | +393.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling