-35.9%
HOOD vs HWM
+7.5%
-43.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.0% | -3.3% | -3.8% |
| 7D | -3.8% | +7.3% | -11.1% | -6.8% |
| 30D | -23.0% | +1.6% | -24.6% | -23.5% |
| 3M | -21.6% | -21.9% | +0.2% | -12.4% |
| 6M | +1.4% | -19.0% | +20.5% | +11.1% |
| YTD | -31.2% | +7.9% | -39.1% | -40.1% |
| 1Y | -35.9% | +9.9% | -45.9% | -44.7% |
| All | -35.9% | +7.5% | -43.4% | -44.7% |
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