-36.1%
HOOD vs QQQI
+8.3%
-44.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +1.0% | -0.1% |
| 7D | -4.4% | -4.2% | -0.1% | +5.1% |
| 30D | -23.4% | -7.1% | -16.3% | -9.7% |
| 3M | -6.5% | -2.7% | -3.9% | +0.1% |
| 6M | +14.2% | +2.0% | +12.2% | +5.4% |
| YTD | -22.7% | +8.2% | -30.9% | -39.3% |
| 1Y | -36.1% | +8.9% | -45.0% | -50.2% |
| All | -36.1% | +8.3% | -44.4% | -50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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