+66.3%
WDC vs HOOD
-40.0%
+106.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | +0.5% |
| 7D | -16.7% | -5.1% | -11.7% | -15.1% |
| 30D | -27.2% | -25.4% | -1.8% | -21.2% |
| 3M | -34.0% | -14.0% | -20.0% | -31.9% |
| 6M | -39.7% | +5.6% | -45.3% | -40.9% |
| YTD | +68.1% | -28.1% | +96.1% | +76.0% |
| 1Y | +66.3% | -40.1% | +106.5% | +82.9% |
| All | +66.3% | -40.0% | +106.3% | +82.9% |
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