-36.1%
HOOD vs IWF
-1.6%
-34.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +1.1% |
| 7D | -4.4% | -4.2% | -0.2% | +5.5% |
| 30D | -23.4% | -8.1% | -15.3% | -6.3% |
| 3M | -6.5% | -5.1% | -1.5% | +6.5% |
| 6M | +14.2% | -1.4% | +15.6% | +18.4% |
| YTD | -22.7% | -0.1% | -22.6% | -19.9% |
| 1Y | -36.1% | -1.3% | -34.8% | -29.4% |
| All | -36.1% | -1.6% | -34.5% | -29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 1y: compounded portfolio wealth divided by compounded IWF 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…
1y analysis · Full analysis span regression · 6 months rolling