+250.7%
HOOD vs QID
-82.4%
+333.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -2.4% |
| 7D | +17.1% | -0.6% | +17.8% | +16.9% |
| 30D | +31.6% | 0.0% | +31.6% | +32.8% |
| 3M | +38.2% | +3.7% | +34.5% | +48.3% |
| 6M | +48.5% | -29.9% | +78.4% | +17.9% |
| YTD | +8.0% | -28.8% | +36.7% | -11.5% |
| 1Y | +18.7% | -37.2% | +55.8% | -8.3% |
| 3Y | +999.1% | -73.7% | +1,072.8% | +483.0% |
| 5Y | +181.7% | -80.7% | +262.4% | +69.0% |
| All | +250.7% | -82.4% | +333.1% | +114.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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