+122.7%
HOOD vs WMB
+200.5%
-77.8%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -4.0% |
| 7D | -3.8% | +7.8% | -11.6% | -8.0% |
| 30D | -23.0% | -5.1% | -17.9% | -20.9% |
| 3M | -21.6% | -4.7% | -16.9% | -20.4% |
| 6M | +1.4% | -7.4% | +8.8% | +3.4% |
| YTD | -31.2% | +17.5% | -48.6% | -42.2% |
| 1Y | -35.9% | +19.5% | -55.4% | -47.1% |
| 3Y | +836.9% | +121.3% | +715.7% | +422.7% |
| All | +122.7% | +200.5% | -77.8% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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