-36.1%
HOOD vs WAB
+46.5%
-82.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.1% | +0.9% | +1.5% |
| 7D | -4.4% | +4.5% | -8.9% | -6.1% |
| 30D | -23.4% | +1.1% | -24.5% | -23.7% |
| 3M | -6.5% | -1.3% | -5.3% | -6.2% |
| 6M | +14.2% | +12.7% | +1.4% | +7.4% |
| YTD | -22.7% | +38.7% | -61.4% | -43.5% |
| 1Y | -36.1% | +44.9% | -81.0% | -58.1% |
| All | -36.1% | +46.5% | -82.6% | -58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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