+172.7%
WMT vs HOOD
+134.8%
+37.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.8% | +4.2% | +0.6% |
| 7D | -1.2% | +3.8% | -5.0% | -1.4% |
| 30D | +12.4% | -26.4% | +38.8% | +13.7% |
| 3M | +9.0% | -14.3% | +23.3% | +9.4% |
| 6M | -3.0% | +3.9% | -6.9% | -3.9% |
| YTD | +14.0% | -28.1% | +42.1% | +14.6% |
| 1Y | +23.0% | -38.8% | +61.8% | +24.6% |
| 3Y | +135.1% | +888.5% | -753.4% | +94.6% |
| 5Y | +172.7% | +131.0% | +41.7% | +108.6% |
| All | +172.7% | +134.8% | +37.9% | +108.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling