+48.5%
HOOD vs WMB
-0.1%
+48.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.0% |
| 7D | +17.1% | +0.6% | +16.6% | +17.5% |
| 30D | +31.6% | +3.3% | +28.3% | +34.4% |
| 3M | +38.2% | +3.1% | +35.1% | +41.2% |
| 6M | +48.5% | -0.7% | +49.2% | +50.6% |
| All | +48.5% | -0.1% | +48.7% | +50.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling