+225.5%
HOOD vs WEC
+32.9%
+192.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -1.7% |
| 7D | -9.1% | -1.3% | -7.9% | -9.1% |
| 30D | +20.1% | -0.4% | +20.5% | +20.0% |
| 3M | +31.2% | -6.8% | +38.0% | +31.6% |
| 6M | +44.3% | -6.4% | +50.7% | +44.6% |
| YTD | +0.2% | +2.5% | -2.3% | -0.8% |
| 1Y | -3.5% | -0.4% | -3.1% | -4.1% |
| 3Y | +955.2% | +38.5% | +916.7% | +884.6% |
| 5Y | +175.3% | +31.7% | +143.6% | +170.4% |
| All | +225.5% | +32.9% | +192.5% | +237.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded WEC 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling