+223.3%
HOOD vs QSR
+41.6%
+181.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -1.0% |
| 7D | -7.8% | -4.0% | -3.8% | -5.7% |
| 30D | +18.6% | +2.8% | +15.9% | +17.3% |
| 3M | +22.1% | +5.1% | +17.0% | +18.4% |
| 6M | +43.1% | +8.8% | +34.3% | +35.0% |
| YTD | -0.5% | +14.8% | -15.3% | -9.6% |
| 1Y | -4.4% | +25.7% | -30.1% | -19.2% |
| 3Y | +938.5% | +27.5% | +910.9% | +728.3% |
| 5Y | +173.4% | +41.3% | +132.2% | +63.6% |
| All | +223.3% | +41.6% | +181.7% | +93.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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