+231.1%
HOOD vs WU
-55.3%
+286.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.4% |
| 7D | +7.7% | -4.9% | +12.7% | +9.7% |
| 30D | +22.0% | -1.3% | +23.2% | +22.5% |
| 3M | +37.6% | -3.6% | +41.2% | +36.6% |
| 6M | +45.3% | -24.3% | +69.6% | +59.1% |
| YTD | +1.9% | -21.1% | +23.0% | +9.0% |
| 1Y | -2.7% | -10.3% | +7.6% | -3.0% |
| 3Y | +973.4% | -28.4% | +1,001.7% | +1,054.3% |
| 5Y | +179.3% | -51.2% | +230.5% | +195.8% |
| All | +231.1% | -55.3% | +286.4% | +116.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling