+836.9%
HOOD vs WTW
+44.7%
+792.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +2.0% | -6.3% | -4.5% |
| 7D | -3.8% | +2.0% | -5.7% | -4.0% |
| 30D | -23.0% | +12.9% | -35.8% | -24.4% |
| 3M | -21.6% | +0.7% | -22.4% | -21.7% |
| 6M | +1.4% | +39.5% | -38.0% | -5.1% |
| YTD | -31.2% | +3.1% | -34.3% | -31.3% |
| 1Y | -35.9% | +4.8% | -40.7% | -36.3% |
| 3Y | +836.9% | +42.9% | +794.0% | +895.1% |
| All | +836.9% | +44.7% | +792.2% | +895.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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