+231.1%
HOOD vs WTW
+64.0%
+167.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.6% | +1.8% | -0.1% |
| 7D | +7.7% | -7.1% | +14.9% | +11.7% |
| 30D | +22.0% | -8.5% | +30.5% | +27.1% |
| 3M | +37.6% | +20.6% | +17.1% | +23.7% |
| 6M | +45.3% | +7.2% | +38.1% | +37.7% |
| YTD | +1.9% | -3.9% | +5.8% | +2.0% |
| 1Y | -2.7% | -3.6% | +0.9% | -3.7% |
| 3Y | +973.4% | +60.7% | +912.7% | +591.2% |
| 5Y | +179.3% | +42.2% | +137.1% | +91.5% |
| All | +231.1% | +64.0% | +167.0% | +174.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling