+0.1%
HOOD vs WFC
+13.8%
-13.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.2% | -1.7% | -2.7% |
| 7D | +13.4% | +1.1% | +12.3% | +12.8% |
| 30D | +25.8% | +0.8% | +25.0% | +25.0% |
| 3M | +38.0% | +9.3% | +28.7% | +30.2% |
| 6M | +52.2% | +10.6% | +41.6% | +38.7% |
| YTD | +3.7% | -4.1% | +7.8% | +8.3% |
| 1Y | +0.1% | +13.6% | -13.5% | -2.6% |
| All | +0.1% | +13.8% | -13.7% | -2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 WFC 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