+27.4%
WMT vs HOOD
-37.5%
+64.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.0% | +1.4% | +3.6% |
| 7D | +8.8% | -4.4% | +13.2% | +8.5% |
| 30D | +22.9% | -23.4% | +46.3% | +21.3% |
| 3M | +16.1% | -6.5% | +22.6% | +16.2% |
| 6M | -0.5% | +14.2% | -14.6% | +1.0% |
| YTD | +16.7% | -22.7% | +39.4% | +15.3% |
| 1Y | +27.4% | -36.1% | +63.5% | +24.2% |
| All | +27.4% | -37.5% | +64.9% | +24.2% |
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