+250.7%
HOOD vs WM
+61.5%
+189.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -2.0% |
| 7D | +17.1% | -0.3% | +17.4% | +17.2% |
| 30D | +31.6% | -2.4% | +34.0% | +31.7% |
| 3M | +38.2% | +0.4% | +37.8% | +37.5% |
| 6M | +48.5% | -9.5% | +58.0% | +50.7% |
| YTD | +8.0% | +0.5% | +7.5% | +6.7% |
| 1Y | +18.7% | -1.1% | +19.7% | +17.9% |
| 3Y | +999.1% | +46.0% | +953.1% | +868.3% |
| 5Y | +181.7% | +51.8% | +129.9% | +142.3% |
| All | +250.7% | +61.5% | +189.2% | +268.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling