+175.3%
HOOD vs QSR
+40.6%
+134.7%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.3% |
| 7D | -9.1% | -4.7% | -4.4% | -6.6% |
| 30D | +20.1% | +4.3% | +15.8% | +17.7% |
| 3M | +31.2% | +5.4% | +25.8% | +26.9% |
| 6M | +44.3% | +8.2% | +36.2% | +36.2% |
| YTD | +0.2% | +14.1% | -13.9% | -9.2% |
| 1Y | -3.5% | +28.1% | -31.6% | -20.3% |
| 3Y | +955.2% | +25.3% | +929.9% | +738.9% |
| 5Y | +175.3% | +40.4% | +134.9% | +68.7% |
| All | +175.3% | +40.6% | +134.7% | +68.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling