+25.0%
IWM vs HOOD
+6.1%
+18.9%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.9% | +3.5% | +0.1% |
| 7D | +1.4% | +13.4% | -12.0% | -0.6% |
| 30D | -2.3% | +25.8% | -28.1% | -5.9% |
| 3M | +4.0% | +38.0% | -34.0% | -2.1% |
| 6M | +17.9% | +52.2% | -34.3% | +8.1% |
| YTD | +20.2% | +3.7% | +16.5% | +15.5% |
| 1Y | +25.0% | +0.1% | +24.9% | +23.2% |
| All | +25.0% | +6.1% | +18.9% | +23.2% |
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