-36.1%
HOOD vs QLD
+13.1%
-49.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.9% | +0.1% | +0.3% |
| 7D | -4.4% | -9.4% | +5.0% | +4.7% |
| 30D | -23.4% | -17.1% | -6.3% | -8.8% |
| 3M | -6.5% | -10.4% | +3.9% | +3.7% |
| 6M | +14.2% | +0.7% | +13.4% | +4.8% |
| YTD | -22.7% | +17.7% | -40.5% | -42.7% |
| 1Y | -36.1% | +14.7% | -50.8% | -50.0% |
| All | -36.1% | +13.1% | -49.3% | -50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 1y: compounded portfolio wealth divided by compounded QLD 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…
1y analysis · Full analysis span regression · 6 months rolling