+411.1%
WDC vs HOOD
-1.1%
+412.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.8% | +2.8% | +1.5% |
| 7D | +7.5% | +7.7% | -0.3% | +4.9% |
| 30D | +10.1% | +22.0% | -11.9% | +3.2% |
| 3M | -6.8% | +37.6% | -44.4% | -15.2% |
| 6M | +84.1% | +45.3% | +38.9% | +61.3% |
| YTD | +180.3% | +1.9% | +178.3% | +169.7% |
| 1Y | +411.1% | -2.7% | +413.8% | +383.0% |
| All | +411.1% | -1.1% | +412.2% | +383.0% |
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