+982.5%
HOOD vs WY
-22.6%
+1,005.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.4% | -2.5% | -3.3% |
| 7D | +13.4% | -2.1% | +15.4% | +14.3% |
| 30D | +25.8% | -10.5% | +36.3% | +31.9% |
| 3M | +38.0% | -4.9% | +42.8% | +39.4% |
| 6M | +52.2% | -4.9% | +57.1% | +53.6% |
| YTD | +3.7% | -1.7% | +5.4% | +1.6% |
| 1Y | +0.1% | -9.4% | +9.4% | +3.2% |
| All | +982.5% | -22.6% | +1,005.1% | +1,123.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling