-36.3%
HOOD vs HWM
+0.1%
-36.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.5% | +0.7% | +2.1% |
| 7D | -4.8% | +3.4% | -8.2% | -6.3% |
| 30D | -26.1% | -7.5% | -18.6% | -23.4% |
| 3M | -10.8% | -28.9% | +18.1% | +4.9% |
| 6M | +2.4% | -19.6% | +22.0% | +11.7% |
| YTD | -28.5% | +0.6% | -29.1% | -36.7% |
| 1Y | -36.3% | +0.3% | -36.7% | -39.5% |
| All | -36.3% | +0.1% | -36.5% | -39.5% |
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