-35.9%
HOOD vs WEC
+9.5%
-45.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.9% | -5.2% | -3.7% |
| 7D | -3.8% | +2.3% | -6.1% | -2.3% |
| 30D | -23.0% | +11.1% | -34.0% | -17.0% |
| 3M | -21.6% | +8.4% | -30.1% | -16.9% |
| 6M | +1.4% | +7.5% | -6.1% | +6.7% |
| YTD | -31.2% | +15.3% | -46.5% | -22.2% |
| 1Y | -35.9% | +9.7% | -45.7% | -28.0% |
| All | -35.9% | +9.5% | -45.4% | -28.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling