+179.3%
HOOD vs WBD
+3.7%
+175.5%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.0% | -1.4% |
| 7D | +7.7% | -1.7% | +9.4% | +8.5% |
| 30D | +22.0% | +3.9% | +18.1% | +20.1% |
| 3M | +37.6% | +5.1% | +32.5% | +34.5% |
| 6M | +45.3% | +0.6% | +44.7% | +44.8% |
| YTD | +1.9% | -3.2% | +5.1% | +3.2% |
| 1Y | -2.7% | +127.7% | -130.4% | -34.7% |
| 3Y | +973.4% | +146.6% | +826.8% | +548.2% |
| 5Y | +179.3% | +4.2% | +175.1% | +136.1% |
| All | +179.3% | +3.7% | +175.5% | +136.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling