+113.0%
HOOD vs WWD
+170.1%
-57.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.4% | -0.2% | +1.0% |
| 7D | -4.8% | +4.2% | -9.0% | -7.2% |
| 30D | -26.1% | -2.1% | -24.0% | -25.0% |
| 3M | -10.8% | -13.2% | +2.4% | -2.5% |
| 6M | +2.4% | -16.9% | +19.2% | +14.2% |
| YTD | -28.5% | +5.2% | -33.7% | -33.0% |
| 1Y | -36.3% | +20.6% | -56.9% | -46.4% |
| 3Y | +743.7% | +146.3% | +597.4% | +328.1% |
| All | +113.0% | +170.1% | -57.1% | -3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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