+917.8%
HOOD vs LQD
+16.9%
+900.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.1% | +3.9% | +3.9% |
| 7D | -3.2% | -0.5% | -2.7% | -2.3% |
| 30D | -22.6% | +1.7% | -24.3% | -25.1% |
| 3M | -10.4% | -0.7% | -9.7% | -9.0% |
| 6M | +4.7% | -2.2% | +7.0% | +9.8% |
| YTD | -25.2% | -1.9% | -23.3% | -21.6% |
| 1Y | -35.9% | -2.0% | -33.8% | -32.5% |
| All | +917.8% | +16.9% | +900.9% | +709.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LQD.
Daily Out/Under-Performance
Portfolio return minus LQD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LQD 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 LQD 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