+250.7%
HOOD vs WBD
-3.9%
+254.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -1.9% |
| 7D | +17.1% | -1.8% | +18.9% | +18.0% |
| 30D | +31.6% | +8.8% | +22.8% | +27.1% |
| 3M | +38.2% | +4.6% | +33.6% | +35.5% |
| 6M | +48.5% | +1.1% | +47.5% | +47.7% |
| YTD | +8.0% | -2.0% | +9.9% | +8.8% |
| 1Y | +18.7% | +140.0% | -121.4% | -21.8% |
| 3Y | +999.1% | +144.4% | +854.7% | +571.1% |
| 5Y | +181.7% | -0.2% | +181.9% | +133.0% |
| All | +250.7% | -3.9% | +254.6% | +181.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling