+125.1%
HOOD vs QLD
+92.3%
+32.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -12.7% | +2.4% | +0.4% |
| 7D | -14.4% | -18.6% | +4.1% | +1.5% |
| 30D | -30.0% | -28.3% | -1.7% | -7.7% |
| 3M | -15.5% | -20.4% | +4.9% | +2.4% |
| 6M | +1.8% | -14.3% | +16.0% | +13.3% |
| YTD | -30.7% | +2.8% | -33.4% | -33.4% |
| 1Y | -45.0% | -1.2% | -43.8% | -44.8% |
| 3Y | +709.0% | +135.3% | +573.7% | +332.2% |
| 5Y | +111.8% | +62.6% | +49.2% | +38.9% |
| All | +125.1% | +92.3% | +32.8% | +42.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling