-35.9%
HOOD vs IWD
+28.9%
-64.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.2% | -4.5% | -4.8% |
| 7D | -3.8% | +2.3% | -6.0% | -8.6% |
| 30D | -23.0% | +3.6% | -26.6% | -28.5% |
| 3M | -21.6% | +2.2% | -23.8% | -24.7% |
| 6M | +1.4% | +13.0% | -11.5% | -23.3% |
| YTD | -31.2% | +26.5% | -57.7% | -60.2% |
| 1Y | -35.9% | +30.1% | -66.1% | -65.6% |
| All | -35.9% | +28.9% | -64.9% | -65.6% |
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