+1,028.6%
HOOD vs IWD
+70.7%
+957.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -0.4% |
| 7D | +17.1% | -0.3% | +17.4% | +18.3% |
| 30D | +31.6% | +0.6% | +31.0% | +30.2% |
| 3M | +38.2% | +7.2% | +31.0% | +16.2% |
| 6M | +48.5% | +16.2% | +32.3% | +2.4% |
| YTD | +8.0% | +23.3% | -15.4% | -35.4% |
| 1Y | +18.7% | +29.6% | -10.9% | -36.6% |
| All | +1,028.6% | +70.7% | +957.9% | +247.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling