+26.0%
WMT vs HOOD
-40.0%
+66.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.3% | +5.8% | +1.3% |
| 7D | +2.0% | -3.8% | +5.8% | +1.8% |
| 30D | +10.3% | -23.0% | +33.2% | +8.8% |
| 3M | +11.0% | -21.6% | +32.6% | +10.0% |
| 6M | -2.3% | +1.4% | -3.8% | -1.4% |
| YTD | +15.7% | -31.2% | +46.9% | +12.9% |
| 1Y | +26.0% | -35.9% | +61.9% | +22.3% |
| All | +26.0% | -40.0% | +66.0% | +22.3% |
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