+130.8%
WMT vs HOOD
+184.6%
-53.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.5% | -0.1% |
| 7D | -0.2% | +7.7% | -8.0% | -0.6% |
| 30D | -5.8% | +22.0% | -27.8% | -6.8% |
| 3M | -10.8% | +37.6% | -48.4% | -12.4% |
| 6M | -14.3% | +45.3% | -59.6% | -16.4% |
| YTD | -4.4% | +1.9% | -6.3% | -5.1% |
| 1Y | +4.3% | -2.7% | +7.0% | +3.1% |
| 3Y | +100.1% | +973.4% | -873.3% | +66.0% |
| 5Y | +130.8% | +179.3% | -48.4% | +92.2% |
| All | +130.8% | +184.6% | -53.8% | +92.2% |
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 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