+417.4%
WDC vs HOOD
+21.2%
+396.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.1% | +8.0% | +6.4% |
| 7D | +1.7% | +17.1% | -15.4% | -2.6% |
| 30D | -10.0% | +31.6% | -41.5% | -16.8% |
| 3M | -18.8% | +38.2% | -57.0% | -25.6% |
| 6M | +79.0% | +48.5% | +30.5% | +57.5% |
| YTD | +171.6% | +8.0% | +163.6% | +156.7% |
| 1Y | +417.4% | +18.7% | +398.7% | +390.4% |
| All | +417.4% | +21.2% | +396.2% | +390.4% |
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