+179.3%
HOOD vs HWM
+658.8%
-479.6%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.2% | -2.1% |
| 7D | +7.7% | -8.0% | +15.8% | +14.3% |
| 30D | +22.0% | -18.0% | +40.0% | +39.4% |
| 3M | +37.6% | -9.5% | +47.1% | +45.8% |
| 6M | +45.3% | -8.4% | +53.7% | +50.8% |
| YTD | +1.9% | +13.6% | -11.7% | -11.4% |
| 1Y | -2.7% | +30.2% | -33.0% | -24.0% |
| 3Y | +973.4% | +392.2% | +581.1% | +222.6% |
| 5Y | +179.3% | +645.2% | -465.9% | -38.6% |
| All | +179.3% | +658.8% | -479.6% | -38.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling