+250.7%
HOOD vs IWD
+77.0%
+173.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -0.7% |
| 7D | +17.1% | -0.3% | +17.4% | +18.1% |
| 30D | +31.6% | +0.6% | +31.0% | +30.4% |
| 3M | +38.2% | +7.2% | +31.0% | +19.2% |
| 6M | +48.5% | +16.2% | +32.3% | +8.7% |
| YTD | +8.0% | +23.3% | -15.4% | -29.9% |
| 1Y | +18.7% | +29.6% | -10.9% | -29.8% |
| 3Y | +999.1% | +70.5% | +928.6% | +313.8% |
| 5Y | +181.7% | +73.5% | +108.2% | -1.0% |
| All | +250.7% | +77.0% | +173.7% | +44.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling