+250.7%
HOOD vs WPM
+255.3%
-4.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -1.7% |
| 7D | +17.1% | +1.1% | +16.0% | +16.8% |
| 30D | +31.6% | +26.4% | +5.2% | +20.0% |
| 3M | +38.2% | +20.8% | +17.4% | +27.6% |
| 6M | +48.5% | +1.1% | +47.4% | +46.5% |
| YTD | +8.0% | +32.5% | -24.5% | -4.0% |
| 1Y | +18.7% | +51.5% | -32.9% | -0.2% |
| 3Y | +999.1% | +267.0% | +732.1% | +567.9% |
| 5Y | +181.7% | +250.1% | -68.4% | +74.5% |
| All | +250.7% | +255.3% | -4.6% | +120.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling