+18.7%
HOOD vs WPM
+53.7%
-35.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -1.5% |
| 7D | +17.1% | +1.1% | +16.0% | +16.6% |
| 30D | +31.6% | +26.4% | +5.2% | +17.7% |
| 3M | +38.2% | +20.8% | +17.4% | +25.3% |
| 6M | +48.5% | +1.1% | +47.4% | +44.8% |
| YTD | +8.0% | +32.5% | -24.5% | -5.3% |
| 1Y | +18.7% | +51.5% | -32.9% | -2.0% |
| All | +18.7% | +53.7% | -35.1% | -2.0% |
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