+189.8%
HOOD vs WEC
+31.0%
+158.9%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -2.1% |
| 7D | +17.1% | -0.3% | +17.4% | +17.1% |
| 30D | +31.6% | -1.3% | +32.9% | +31.6% |
| 3M | +38.2% | -3.9% | +42.2% | +38.2% |
| 6M | +48.5% | -8.3% | +56.8% | +49.4% |
| YTD | +8.0% | +3.1% | +4.9% | +6.8% |
| 1Y | +18.7% | +1.9% | +16.7% | +17.5% |
| 3Y | +999.1% | +41.9% | +957.2% | +914.0% |
| All | +189.8% | +31.0% | +158.9% | +182.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling