+250.7%
HOOD vs HWM
+692.6%
-441.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.8% |
| 7D | +17.1% | -2.1% | +19.2% | +18.5% |
| 30D | +31.6% | -11.0% | +42.6% | +41.0% |
| 3M | +38.2% | +4.0% | +34.2% | +33.2% |
| 6M | +48.5% | -0.2% | +48.8% | +46.3% |
| YTD | +8.0% | +26.7% | -18.7% | -10.3% |
| 1Y | +18.7% | +44.7% | -26.1% | -9.9% |
| 3Y | +999.1% | +426.1% | +573.0% | +306.6% |
| 5Y | +181.7% | +738.5% | -556.8% | -15.1% |
| All | +250.7% | +692.6% | -441.9% | -6.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling