+100.5%
WMT vs HOOD
+997.7%
-897.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.9% | +2.9% | -0.9% |
| 7D | +0.1% | +13.4% | -13.2% | -0.3% |
| 30D | -5.0% | +25.8% | -30.7% | -5.8% |
| 3M | -11.3% | +38.0% | -49.3% | -12.6% |
| 6M | -13.8% | +52.2% | -66.0% | -15.8% |
| YTD | -4.2% | +3.7% | -8.0% | -4.6% |
| 1Y | +4.6% | +0.1% | +4.5% | +3.4% |
| 3Y | +100.5% | +992.6% | -892.1% | +59.4% |
| All | +100.5% | +997.7% | -897.2% | +59.4% |
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