+18.7%
HOOD vs IWD
+30.5%
-11.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -0.5% |
| 7D | +17.1% | -0.3% | +17.4% | +18.2% |
| 30D | +31.6% | +0.6% | +31.0% | +30.2% |
| 3M | +38.2% | +7.2% | +31.0% | +16.3% |
| 6M | +48.5% | +16.2% | +32.3% | 0.0% |
| YTD | +8.0% | +23.3% | -15.4% | -38.1% |
| 1Y | +18.7% | +29.6% | -10.9% | -38.5% |
| All | +18.7% | +30.5% | -11.8% | -38.5% |
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