+223.3%
HOOD vs WBD
-4.6%
+227.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.4% |
| 7D | -7.8% | -0.7% | -7.1% | -7.5% |
| 30D | +18.6% | +1.4% | +17.2% | +18.0% |
| 3M | +22.1% | +4.4% | +17.7% | +19.6% |
| 6M | +43.1% | +0.8% | +42.2% | +42.5% |
| YTD | -0.5% | -2.7% | +2.2% | +0.6% |
| 1Y | -4.4% | +73.4% | -77.8% | -25.6% |
| 3Y | +938.5% | +142.1% | +796.3% | +537.2% |
| 5Y | +173.4% | +7.2% | +166.2% | +128.1% |
| All | +223.3% | -4.6% | +227.9% | +160.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 10y: compounded portfolio wealth divided by compounded WBD 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…
10y analysis · Full analysis span regression · 6 months rolling