+147.5%
HOOD vs IWD
+74.1%
+73.5%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.4% | +3.6% | +3.0% |
| 7D | -3.2% | -0.6% | -2.7% | -1.7% |
| 30D | -22.6% | +3.6% | -26.2% | -28.0% |
| 3M | -10.4% | +2.7% | -13.0% | -14.7% |
| 6M | +4.7% | +13.2% | -8.5% | -19.7% |
| YTD | -25.2% | +26.8% | -52.0% | -54.7% |
| 1Y | -35.9% | +29.3% | -65.2% | -62.6% |
| 3Y | +927.7% | +85.1% | +842.6% | +215.6% |
| 5Y | +147.5% | +74.2% | +73.3% | -9.7% |
| All | +147.5% | +74.1% | +73.5% | -9.7% |
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