+878.9%
HOOD vs HWM
+353.4%
+525.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.4% | -3.4% | -3.5% |
| 7D | +3.8% | +11.1% | -7.4% | -3.5% |
| 30D | -26.4% | +3.0% | -29.4% | -28.4% |
| 3M | -14.3% | -20.7% | +6.4% | -0.6% |
| 6M | +3.9% | -17.2% | +21.1% | +16.2% |
| YTD | -28.1% | +9.1% | -37.1% | -36.8% |
| 1Y | -38.8% | +9.0% | -47.9% | -46.1% |
| All | +878.9% | +353.4% | +525.6% | +350.6% |
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