-36.1%
HOOD vs W
+21.5%
-57.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +11.0% | -9.0% | -1.2% |
| 7D | -4.4% | +8.4% | -12.8% | -6.8% |
| 30D | -23.4% | +16.5% | -39.9% | -26.9% |
| 3M | -6.5% | +6.4% | -13.0% | -8.9% |
| 6M | +14.2% | +90.5% | -76.3% | -11.2% |
| YTD | -22.7% | +23.1% | -45.8% | -31.9% |
| 1Y | -36.1% | +24.3% | -60.4% | -43.4% |
| All | -36.1% | +21.5% | -57.6% | -43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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