+1,028.6%
HOOD vs HWM
+426.8%
+601.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.7% |
| 7D | +17.1% | -2.1% | +19.2% | +18.6% |
| 30D | +31.6% | -11.0% | +42.6% | +42.3% |
| 3M | +38.2% | +4.0% | +34.2% | +32.2% |
| 6M | +48.5% | -0.2% | +48.8% | +45.6% |
| YTD | +8.0% | +26.7% | -18.7% | -13.7% |
| 1Y | +18.7% | +44.7% | -26.1% | -14.9% |
| All | +1,028.6% | +426.8% | +601.7% | +255.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling