+223.3%
HOOD vs SOXQ
+276.5%
-53.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.4% | -2.2% |
| 7D | -7.8% | +0.8% | -8.6% | -8.5% |
| 30D | +18.6% | -4.6% | +23.2% | +23.2% |
| 3M | +22.1% | -10.2% | +32.2% | +28.4% |
| 6M | +43.1% | +49.7% | -6.6% | -10.6% |
| YTD | -0.5% | +67.2% | -67.7% | -44.4% |
| 1Y | -4.4% | +98.0% | -102.4% | -54.1% |
| 3Y | +938.5% | +237.2% | +701.3% | +194.8% |
| 5Y | +173.4% | +261.3% | -87.9% | -32.7% |
| All | +223.3% | +276.5% | -53.2% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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