-38.8%
HOOD vs WAB
+44.7%
-83.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.2% | -2.6% | -3.3% |
| 7D | +3.8% | +7.9% | -4.1% | +0.2% |
| 30D | -26.4% | +4.9% | -31.3% | -27.7% |
| 3M | -14.3% | +1.8% | -16.1% | -15.0% |
| 6M | +3.9% | +12.0% | -8.0% | -0.7% |
| YTD | -28.1% | +41.3% | -69.3% | -44.8% |
| 1Y | -38.8% | +43.8% | -82.7% | -54.2% |
| All | -38.8% | +44.7% | -83.5% | -54.2% |
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