+965.8%
HOOD vs QQQI
+58.1%
+907.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.1% | -3.8% | -3.7% |
| 7D | +13.4% | +1.3% | +12.0% | +10.3% |
| 30D | +25.8% | +0.2% | +25.6% | +26.0% |
| 3M | +38.0% | +1.5% | +36.5% | +32.4% |
| 6M | +52.2% | +13.2% | +39.0% | +12.0% |
| YTD | +3.7% | +11.6% | -7.8% | -19.8% |
| 1Y | +0.1% | +18.0% | -17.9% | -30.6% |
| All | +965.8% | +58.1% | +907.7% | +410.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling