+992.6%
HOOD vs WAB
+168.6%
+824.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.6% | -4.5% | -4.4% |
| 7D | +13.4% | +1.7% | +11.7% | +11.7% |
| 30D | +25.8% | -2.4% | +28.2% | +28.6% |
| 3M | +38.0% | +9.7% | +28.3% | +23.2% |
| 6M | +52.2% | +16.5% | +35.7% | +26.2% |
| YTD | +3.7% | +33.7% | -30.0% | -27.0% |
| 1Y | +0.1% | +49.7% | -49.6% | -38.1% |
| 3Y | +992.6% | +170.9% | +821.6% | +357.2% |
| All | +992.6% | +168.6% | +824.0% | +357.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling