+111.8%
HOOD vs WM
+62.1%
+49.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | +1.2% | -11.5% | -10.4% |
| 7D | -14.4% | +4.5% | -18.9% | -14.7% |
| 30D | -30.0% | +16.1% | -46.1% | -30.8% |
| 3M | -15.5% | +8.0% | -23.6% | -16.0% |
| 6M | +1.8% | +8.4% | -6.7% | +0.9% |
| YTD | -30.7% | +11.2% | -41.9% | -32.0% |
| 1Y | -45.0% | +22.3% | -67.3% | -47.6% |
| 3Y | +709.0% | +50.2% | +658.7% | +617.0% |
| 5Y | +111.8% | +63.3% | +48.5% | +65.7% |
| All | +111.8% | +62.1% | +49.8% | +65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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