+1,028.6%
HOOD vs QLD
+178.0%
+850.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -2.4% |
| 7D | +17.1% | +0.6% | +16.6% | +16.8% |
| 30D | +31.6% | -0.1% | +31.7% | +32.4% |
| 3M | +38.2% | -8.4% | +46.6% | +47.5% |
| 6M | +48.5% | +32.2% | +16.3% | +9.0% |
| YTD | +8.0% | +28.9% | -20.9% | -18.3% |
| 1Y | +18.7% | +43.8% | -25.2% | -17.9% |
| All | +1,028.6% | +178.0% | +850.6% | +398.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling