+193.0%
HOOD vs WPM
+261.1%
-68.1%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.1% | -4.0% | -3.9% |
| 7D | +13.4% | +7.0% | +6.3% | +10.4% |
| 30D | +25.8% | +15.7% | +10.0% | +18.9% |
| 3M | +38.0% | +35.2% | +2.8% | +21.8% |
| 6M | +52.2% | +6.1% | +46.1% | +47.6% |
| YTD | +3.7% | +32.6% | -28.8% | -7.8% |
| 1Y | +0.1% | +46.9% | -46.9% | -15.0% |
| 3Y | +992.6% | +276.3% | +716.3% | +559.7% |
| 5Y | +193.0% | +260.0% | -67.0% | +77.5% |
| All | +193.0% | +261.1% | -68.1% | +77.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling