+122.7%
HOOD vs WTW
+55.3%
+67.4%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +2.0% | -6.3% | -5.2% |
| 7D | -3.8% | +2.0% | -5.7% | -4.7% |
| 30D | -23.0% | +12.9% | -35.8% | -27.6% |
| 3M | -21.6% | +0.7% | -22.4% | -22.3% |
| 6M | +1.4% | +39.5% | -38.0% | -16.5% |
| YTD | -31.2% | +3.1% | -34.3% | -33.7% |
| 1Y | -35.9% | +4.8% | -40.7% | -39.1% |
| 3Y | +836.9% | +42.9% | +794.0% | +569.6% |
| All | +122.7% | +55.3% | +67.4% | +35.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling