+992.6%
HOOD vs WSM
+239.4%
+753.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.2% | -4.1% | -4.0% |
| 7D | +13.4% | +2.6% | +10.8% | +12.1% |
| 30D | +25.8% | -9.5% | +35.3% | +31.2% |
| 3M | +38.0% | +12.9% | +25.1% | +29.1% |
| 6M | +52.2% | +23.0% | +29.2% | +36.8% |
| YTD | +3.7% | +28.9% | -25.2% | -8.6% |
| 1Y | +0.1% | +13.7% | -13.6% | -7.2% |
| 3Y | +992.6% | +232.6% | +759.9% | +667.8% |
| All | +992.6% | +239.4% | +753.2% | +667.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 3y: compounded portfolio wealth divided by compounded WSM 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…
3y analysis · Full analysis span regression · 6 months rolling