+223.3%
HOOD vs QQQM
+102.3%
+121.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -2.2% |
| 7D | -7.8% | -0.6% | -7.2% | -6.9% |
| 30D | +18.6% | -1.2% | +19.8% | +21.7% |
| 3M | +22.1% | -0.1% | +22.2% | +22.0% |
| 6M | +43.1% | +18.0% | +25.1% | +8.3% |
| YTD | -0.5% | +16.7% | -17.2% | -22.4% |
| 1Y | -4.4% | +23.0% | -27.4% | -30.3% |
| 3Y | +938.5% | +93.3% | +845.1% | +315.8% |
| 5Y | +173.4% | +96.3% | +77.1% | +15.5% |
| All | +223.3% | +102.3% | +121.0% | +38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQM.
Daily Out/Under-Performance
Portfolio return minus QQQM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQM 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 10y: compounded portfolio wealth divided by compounded QQQM 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…
10y analysis · Full analysis span regression · 6 months rolling