+250.7%
HOOD vs WWD
+190.6%
+60.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.1% | -3.2% | -2.7% |
| 7D | +17.1% | +1.3% | +15.8% | +16.5% |
| 30D | +31.6% | -7.2% | +38.8% | +36.7% |
| 3M | +38.2% | -3.8% | +42.1% | +40.3% |
| 6M | +48.5% | -9.9% | +58.4% | +55.4% |
| YTD | +8.0% | +14.8% | -6.9% | -1.6% |
| 1Y | +18.7% | +42.1% | -23.4% | -5.0% |
| 3Y | +999.1% | +170.8% | +828.3% | +546.9% |
| 5Y | +181.7% | +197.5% | -15.8% | +16.0% |
| All | +250.7% | +190.6% | +60.1% | +46.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling