+712.3%
WDC vs HOOD
+727.3%
-15.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.2% | -4.7% | -2.3% |
| 7D | -28.0% | -4.8% | -23.2% | -26.8% |
| 30D | -34.9% | -26.1% | -8.8% | -29.7% |
| 3M | -41.6% | -10.8% | -30.8% | -40.4% |
| 6M | -45.4% | +2.4% | -47.7% | -46.3% |
| YTD | +53.3% | -28.5% | +81.7% | +60.6% |
| 1Y | +61.5% | -36.3% | +97.9% | +73.2% |
| 3Y | +712.3% | +743.7% | -31.3% | +442.2% |
| All | +712.3% | +727.3% | -15.0% | +442.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling