-38.8%
HOOD vs WCC
+27.1%
-66.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | 0.0% | -3.8% | -3.8% |
| 7D | +3.8% | +14.2% | -10.4% | -1.9% |
| 30D | -26.4% | -9.8% | -16.6% | -23.6% |
| 3M | -14.3% | -10.1% | -4.2% | -11.3% |
| 6M | +3.9% | -9.4% | +13.3% | +6.5% |
| YTD | -28.1% | +34.4% | -62.5% | -47.2% |
| 1Y | -38.8% | +23.3% | -62.1% | -51.0% |
| All | -38.8% | +27.1% | -66.0% | -51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 1y: compounded portfolio wealth divided by compounded WCC 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…
1y analysis · Full analysis span regression · 6 months rolling