+250.7%
HOOD vs QSR
+47.5%
+203.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.0% |
| 7D | +17.1% | +2.4% | +14.7% | +15.8% |
| 30D | +31.6% | +7.6% | +24.0% | +26.8% |
| 3M | +38.2% | +12.6% | +25.6% | +29.0% |
| 6M | +48.5% | +14.4% | +34.2% | +36.1% |
| YTD | +8.0% | +19.6% | -11.7% | -4.1% |
| 1Y | +18.7% | +33.9% | -15.2% | -3.6% |
| 3Y | +999.1% | +27.1% | +972.0% | +790.9% |
| 5Y | +181.7% | +48.5% | +133.1% | +65.9% |
| All | +250.7% | +47.5% | +203.2% | +104.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling