+950.7%
HOOD vs IVZ
+145.9%
+804.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +6.8% | -3.8% | -3.0% |
| 7D | -0.6% | +4.1% | -4.7% | -4.1% |
| 30D | -23.6% | -2.0% | -21.5% | -21.9% |
| 3M | -10.7% | -7.8% | -2.8% | -3.3% |
| 6M | +8.2% | +6.3% | +1.9% | +3.1% |
| YTD | -26.3% | +12.6% | -38.9% | -33.4% |
| 1Y | -36.1% | +27.6% | -63.7% | -48.2% |
| 3Y | +950.7% | +154.0% | +796.7% | +420.4% |
| All | +950.7% | +145.9% | +804.7% | +420.4% |
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