+836.9%
HOOD vs WAT
+82.3%
+754.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -3.9% | -4.1% |
| 7D | -3.8% | +0.6% | -4.3% | -4.0% |
| 30D | -23.0% | +5.4% | -28.4% | -24.3% |
| 3M | -21.6% | +11.3% | -32.9% | -24.6% |
| 6M | +1.4% | +37.4% | -36.0% | -9.6% |
| YTD | -31.2% | +21.2% | -52.3% | -36.8% |
| 1Y | -35.9% | +21.3% | -57.3% | -41.2% |
| 3Y | +836.9% | +83.4% | +753.6% | +756.0% |
| All | +836.9% | +82.3% | +754.6% | +756.0% |
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