+175.3%
HOOD vs QQQM
+92.2%
+83.1%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | +0.1% |
| 7D | -9.1% | -1.3% | -7.9% | -7.2% |
| 30D | +20.1% | -1.4% | +21.4% | +23.6% |
| 3M | +31.2% | +2.2% | +29.1% | +26.4% |
| 6M | +44.3% | +16.9% | +27.4% | +10.8% |
| YTD | +0.2% | +15.7% | -15.5% | -20.9% |
| 1Y | -3.5% | +22.7% | -26.2% | -29.4% |
| 3Y | +955.2% | +93.9% | +861.3% | +318.2% |
| 5Y | +175.3% | +94.6% | +80.7% | +18.9% |
| All | +175.3% | +92.2% | +83.1% | +18.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling