+132.4%
HOOD vs WEC
+46.2%
+86.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.1% | +5.3% | +3.3% |
| 7D | -4.8% | -0.2% | -4.6% | -4.8% |
| 30D | -26.1% | +12.3% | -38.4% | -26.4% |
| 3M | -10.8% | +8.3% | -19.1% | -11.1% |
| 6M | +2.4% | +3.5% | -1.1% | +2.2% |
| YTD | -28.5% | +12.7% | -41.2% | -29.4% |
| 1Y | -36.3% | +8.2% | -44.5% | -36.8% |
| 3Y | +743.7% | +55.9% | +687.8% | +681.6% |
| 5Y | +118.6% | +51.2% | +67.4% | +124.2% |
| All | +132.4% | +46.2% | +86.1% | +140.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling