-36.1%
HOOD vs WY
+0.3%
-36.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.6% | -3.6% | +2.5% |
| 7D | -4.4% | +13.3% | -17.7% | -3.3% |
| 30D | -23.4% | +17.6% | -41.0% | -22.4% |
| 3M | -6.5% | -15.0% | +8.5% | -7.3% |
| 6M | +14.2% | -5.9% | +20.1% | +13.6% |
| YTD | -22.7% | -5.7% | -17.0% | -23.6% |
| 1Y | -36.1% | -0.2% | -35.9% | -35.6% |
| All | -36.1% | +0.3% | -36.4% | -35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling