+113.0%
HOOD vs WFC
+87.9%
+25.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.6% | +3.5% |
| 7D | -4.8% | +1.2% | -6.0% | -5.6% |
| 30D | -26.1% | +5.2% | -31.3% | -28.9% |
| 3M | -10.8% | -3.0% | -7.8% | -9.3% |
| 6M | +2.4% | +6.2% | -3.8% | -3.7% |
| YTD | -28.5% | -7.9% | -20.6% | -25.1% |
| 1Y | -36.3% | +0.3% | -36.6% | -37.6% |
| 3Y | +743.7% | +117.7% | +626.0% | +403.7% |
| All | +113.0% | +87.9% | +25.1% | +36.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling