+113.2%
WDC vs HOOD
-37.5%
+150.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +2.0% | -8.8% | -7.3% |
| 7D | -18.3% | -4.4% | -13.9% | -17.3% |
| 30D | -26.7% | -23.4% | -3.3% | -21.7% |
| 3M | -40.9% | -6.5% | -34.4% | -40.7% |
| 6M | -26.8% | +14.2% | -40.9% | -30.0% |
| YTD | +88.2% | -22.7% | +110.9% | +92.2% |
| 1Y | +113.2% | -36.1% | +149.3% | +127.6% |
| All | +113.2% | -37.5% | +150.7% | +127.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HOOD.
Daily Out/Under-Performance
Portfolio return minus HOOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HOOD 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 HOOD 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