+113.0%
HOOD vs WM
+59.1%
+53.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.1% | +5.3% | +3.3% |
| 7D | -4.8% | +1.2% | -6.0% | -4.9% |
| 30D | -26.1% | +13.1% | -39.2% | -26.8% |
| 3M | -10.8% | +3.6% | -14.4% | -11.1% |
| 6M | +2.4% | +8.1% | -5.7% | +1.2% |
| YTD | -28.5% | +8.9% | -37.4% | -29.8% |
| 1Y | -36.3% | +20.3% | -56.7% | -39.3% |
| 3Y | +743.7% | +46.2% | +697.5% | +650.3% |
| All | +113.0% | +59.1% | +53.9% | +66.4% |
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