+26.4%
IWM vs HOOD
+21.2%
+5.2%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.4% | +0.6% |
| 7D | +0.1% | +17.1% | -17.0% | -2.2% |
| 30D | -1.3% | +31.6% | -32.8% | -5.3% |
| 3M | +1.6% | +38.2% | -36.6% | -3.9% |
| 6M | +13.6% | +48.5% | -35.0% | +5.1% |
| YTD | +20.8% | +8.0% | +12.8% | +15.3% |
| 1Y | +26.4% | +18.7% | +7.8% | +23.1% |
| All | +26.4% | +21.2% | +5.2% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HOOD.
Daily Out/Under-Performance
Portfolio return minus HOOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HOOD 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 HOOD 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