+88.5%
WDC vs HOOD
-40.0%
+128.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.3% | -0.7% | -3.7% |
| 7D | +12.1% | -3.8% | +15.9% | +13.5% |
| 30D | -18.8% | -23.0% | +4.2% | -12.6% |
| 3M | -39.3% | -21.6% | -17.7% | -35.7% |
| 6M | -40.1% | +1.4% | -41.6% | -40.4% |
| YTD | +71.8% | -31.2% | +103.0% | +80.4% |
| 1Y | +88.5% | -35.9% | +124.4% | +101.2% |
| All | +88.5% | -40.0% | +128.5% | +101.2% |
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