+113.0%
HOOD vs IWD
+68.9%
+44.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.6% | +4.0% |
| 7D | -4.8% | -0.5% | -4.3% | -3.6% |
| 30D | -26.1% | +2.7% | -28.8% | -30.0% |
| 3M | -10.8% | +0.9% | -11.7% | -11.8% |
| 6M | +2.4% | +10.5% | -8.2% | -17.3% |
| YTD | -28.5% | +23.7% | -52.2% | -54.3% |
| 1Y | -36.3% | +28.7% | -65.1% | -62.6% |
| 3Y | +743.7% | +79.7% | +664.0% | +176.0% |
| All | +113.0% | +68.9% | +44.1% | -17.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling