+963.5%
HOOD vs SOXQ
+235.9%
+727.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.1% | -2.0% |
| 7D | +7.7% | +5.2% | +2.5% | +3.3% |
| 30D | +22.0% | -0.5% | +22.5% | +22.2% |
| 3M | +37.6% | -5.6% | +43.2% | +38.1% |
| 6M | +45.3% | +53.0% | -7.7% | -10.4% |
| YTD | +1.9% | +68.8% | -66.8% | -43.0% |
| 1Y | -2.7% | +105.7% | -108.5% | -54.3% |
| All | +963.5% | +235.9% | +727.5% | +236.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling