+743.7%
HOOD vs WAT
+74.7%
+669.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.0% | +2.2% | +2.8% |
| 7D | -4.8% | -1.1% | -3.7% | -4.2% |
| 30D | -26.1% | +5.0% | -31.1% | -27.3% |
| 3M | -10.8% | +14.5% | -25.3% | -15.1% |
| 6M | +2.4% | +30.9% | -28.6% | -7.5% |
| YTD | -28.5% | +20.5% | -48.9% | -34.3% |
| 1Y | -36.3% | +23.3% | -59.6% | -42.0% |
| 3Y | +743.7% | +81.5% | +662.2% | +532.6% |
| All | +743.7% | +74.7% | +669.0% | +532.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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