+179.3%
HOOD vs WY
-20.4%
+199.7%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.3% | -1.5% |
| 7D | +7.7% | -1.7% | +9.4% | +8.9% |
| 30D | +22.0% | -9.9% | +31.8% | +30.6% |
| 3M | +37.6% | -7.5% | +45.1% | +42.6% |
| 6M | +45.3% | -5.1% | +50.4% | +47.2% |
| YTD | +1.9% | -2.1% | +4.0% | -0.5% |
| 1Y | -2.7% | -7.3% | +4.6% | -1.5% |
| 3Y | +973.4% | -22.6% | +996.0% | +1,133.9% |
| 5Y | +179.3% | -19.8% | +199.1% | +211.6% |
| All | +179.3% | -20.4% | +199.7% | +211.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling