+123.6%
HOOD vs WEC
+49.6%
+74.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.9% | -5.2% | -4.3% |
| 7D | -3.8% | +2.3% | -6.1% | -3.8% |
| 30D | -23.0% | +11.1% | -34.0% | -23.2% |
| 3M | -21.6% | +8.4% | -30.1% | -21.8% |
| 6M | +1.4% | +7.5% | -6.1% | +1.1% |
| YTD | -31.2% | +15.3% | -46.5% | -32.1% |
| 1Y | -35.9% | +9.7% | -45.7% | -36.3% |
| 3Y | +836.9% | +64.7% | +772.3% | +761.2% |
| 5Y | +121.1% | +57.3% | +63.9% | +128.2% |
| All | +123.6% | +49.6% | +74.0% | +131.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling