+127.0%
HOOD vs WM
+60.4%
+66.6%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.1% | +2.8% | +3.0% |
| 7D | -0.6% | -0.5% | -0.2% | -0.6% |
| 30D | -23.6% | +13.3% | -36.9% | -24.3% |
| 3M | -10.7% | +4.4% | -15.1% | -11.0% |
| 6M | +8.2% | +10.8% | -2.7% | +6.5% |
| YTD | -26.3% | +9.1% | -35.4% | -27.7% |
| 1Y | -36.1% | +19.1% | -55.2% | -38.9% |
| 3Y | +950.7% | +45.7% | +905.0% | +836.6% |
| 5Y | +127.0% | +60.4% | +66.6% | +77.9% |
| All | +127.0% | +60.4% | +66.6% | +77.9% |
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