+122.7%
HOOD vs W
-55.8%
+178.5%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.4% | -4.7% | -4.4% |
| 7D | -3.8% | +0.2% | -3.9% | -3.8% |
| 30D | -23.0% | +6.8% | -29.8% | -24.9% |
| 3M | -21.6% | +10.7% | -32.3% | -24.8% |
| 6M | +1.4% | +86.3% | -84.9% | -22.8% |
| YTD | -31.2% | +11.5% | -42.6% | -37.4% |
| 1Y | -35.9% | +5.1% | -41.0% | -41.0% |
| 3Y | +836.9% | +171.0% | +666.0% | +426.8% |
| All | +122.7% | -55.8% | +178.5% | +150.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling