+123.6%
HOOD vs WPM
+201.4%
-77.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.3% | -4.0% | -4.2% |
| 7D | -3.8% | -3.6% | -0.2% | -2.3% |
| 30D | -23.0% | +1.4% | -24.4% | -23.7% |
| 3M | -21.6% | -0.2% | -21.5% | -21.5% |
| 6M | +1.4% | -7.3% | +8.8% | +4.0% |
| YTD | -31.2% | +12.3% | -43.5% | -34.7% |
| 1Y | -35.9% | +24.9% | -60.8% | -41.6% |
| 3Y | +836.9% | +210.4% | +626.6% | +508.2% |
| 5Y | +121.1% | +210.4% | -89.2% | +40.4% |
| All | +123.6% | +201.4% | -77.7% | +49.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling