+992.6%
HOOD vs WBD
+153.8%
+838.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.4% | -3.7% |
| 7D | +13.4% | -0.7% | +14.1% | +13.6% |
| 30D | +25.8% | +5.0% | +20.8% | +23.7% |
| 3M | +38.0% | +6.2% | +31.7% | +34.9% |
| 6M | +52.2% | +0.6% | +51.6% | +51.8% |
| YTD | +3.7% | -2.4% | +6.2% | +4.6% |
| 1Y | +0.1% | +127.7% | -127.6% | -28.6% |
| 3Y | +992.6% | +148.4% | +844.1% | +620.1% |
| All | +992.6% | +153.8% | +838.8% | +620.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling