+189.8%
HOOD vs W
-63.2%
+253.0%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.5% | -4.6% | -3.0% |
| 7D | +17.1% | -4.2% | +21.3% | +18.9% |
| 30D | +31.6% | -7.6% | +39.2% | +35.2% |
| 3M | +38.2% | +37.2% | +1.1% | +18.7% |
| 6M | +48.5% | +26.3% | +22.2% | +30.3% |
| YTD | +8.0% | -1.0% | +8.9% | +2.9% |
| 1Y | +18.7% | +20.1% | -1.4% | +2.4% |
| 3Y | +999.1% | +37.8% | +961.3% | +688.7% |
| All | +189.8% | -63.2% | +253.0% | +251.6% |
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