+141.4%
WMT vs HOOD
+221.3%
-79.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.9% | -1.1% |
| 7D | +3.9% | +17.1% | -13.2% | +3.4% |
| 30D | -4.4% | +31.6% | -36.0% | -5.3% |
| 3M | -8.8% | +38.2% | -47.0% | -10.0% |
| 6M | -15.6% | +48.5% | -64.2% | -17.2% |
| YTD | -3.2% | +8.0% | -11.2% | -4.0% |
| 1Y | +7.0% | +18.7% | -11.6% | +5.1% |
| 3Y | +105.3% | +999.1% | -893.8% | +81.3% |
| 5Y | +129.3% | +181.7% | -52.4% | +95.9% |
| All | +141.4% | +221.3% | -79.9% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling