+250.7%
HOOD vs WEC
+33.7%
+217.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +49.2% |
| YTD | +8.0% | +3.1% | +4.9% | +6.9% |
| 1Y | +18.7% | +1.9% | +16.7% | +17.6% |
| 3Y | +999.1% | +41.9% | +957.2% | +921.8% |
| 5Y | +181.7% | +30.8% | +150.9% | +174.8% |
| All | +250.7% | +33.7% | +217.0% | +264.0% |
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 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