+18.7%
HOOD vs WY
-5.4%
+24.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.1% |
| 7D | +17.1% | -2.6% | +19.7% | +17.0% |
| 30D | +31.6% | -10.9% | +42.5% | +30.5% |
| 3M | +38.2% | -6.0% | +44.2% | +38.1% |
| 6M | +48.5% | -5.6% | +54.2% | +47.5% |
| YTD | +8.0% | -1.1% | +9.1% | +6.8% |
| 1Y | +18.7% | -7.5% | +26.1% | +23.5% |
| All | +18.7% | -5.4% | +24.1% | +23.5% |
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