+132.4%
HOOD vs IWD
+77.5%
+54.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -29.9% |
| 3M | -10.8% | +0.9% | -11.7% | -11.7% |
| 6M | +2.4% | +10.5% | -8.2% | -16.7% |
| YTD | -28.5% | +23.7% | -52.2% | -53.6% |
| 1Y | -36.3% | +28.7% | -65.1% | -61.9% |
| 3Y | +743.7% | +79.7% | +664.0% | +189.5% |
| 5Y | +118.6% | +69.7% | +48.9% | -14.9% |
| All | +132.4% | +77.5% | +54.8% | -4.3% |
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