-36.1%
HOOD vs WPM
+38.8%
-74.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +12.0% | -10.0% | -4.7% |
| 7D | -4.4% | +3.9% | -8.3% | -6.7% |
| 30D | -23.4% | -3.5% | -19.9% | -22.0% |
| 3M | -6.5% | +14.1% | -20.6% | -13.0% |
| 6M | +14.2% | +6.2% | +8.0% | +9.9% |
| YTD | -22.7% | +12.4% | -35.1% | -32.7% |
| 1Y | -36.1% | +40.0% | -76.1% | -59.9% |
| All | -36.1% | +38.8% | -74.9% | -59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 1y: compounded portfolio wealth divided by compounded WPM 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…
1y analysis · Full analysis span regression · 6 months rolling