-36.1%
HOOD vs IWD
+33.0%
-69.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.6% | -4.1% |
| 7D | -4.4% | +2.5% | -6.9% | -9.9% |
| 30D | -23.4% | +6.0% | -29.4% | -33.3% |
| 3M | -6.5% | +3.8% | -10.3% | -13.9% |
| 6M | +14.2% | +16.3% | -2.1% | -22.2% |
| YTD | -22.7% | +27.5% | -50.2% | -59.3% |
| 1Y | -36.1% | +32.8% | -68.9% | -72.2% |
| All | -36.1% | +33.0% | -69.2% | -72.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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