-36.1%
HOOD vs HWM
+5.4%
-41.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -4.3% | +6.3% | +3.9% |
| 7D | -4.4% | +9.4% | -13.8% | -8.4% |
| 30D | -23.4% | -7.0% | -16.4% | -20.8% |
| 3M | -6.5% | -25.9% | +19.3% | +7.7% |
| 6M | +14.2% | -10.8% | +25.0% | +16.9% |
| YTD | -22.7% | +4.3% | -27.0% | -33.4% |
| 1Y | -36.1% | +4.4% | -40.5% | -41.2% |
| All | -36.1% | +5.4% | -41.5% | -41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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