+963.5%
HOOD vs QSR
+25.9%
+937.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.6% | -0.1% | -1.3% |
| 7D | +7.7% | -2.4% | +10.1% | +8.6% |
| 30D | +22.0% | +5.7% | +16.3% | +20.5% |
| 3M | +37.6% | +6.9% | +30.7% | +34.9% |
| 6M | +45.3% | +6.9% | +38.4% | +41.8% |
| YTD | +1.9% | +14.9% | -13.0% | -3.2% |
| 1Y | -2.7% | +29.1% | -31.8% | -13.0% |
| All | +963.5% | +25.9% | +937.6% | +829.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling