+175.3%
HOOD vs SOXQ
+251.3%
-76.0%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.6% | +0.9% | +0.5% |
| 7D | -9.1% | +2.3% | -11.5% | -11.1% |
| 30D | +20.1% | -3.9% | +24.0% | +23.9% |
| 3M | +31.2% | -4.7% | +36.0% | +30.7% |
| 6M | +44.3% | +47.9% | -3.6% | -8.4% |
| YTD | +0.2% | +64.3% | -64.1% | -42.7% |
| 1Y | -3.5% | +95.7% | -99.2% | -52.7% |
| 3Y | +955.2% | +231.5% | +723.7% | +210.8% |
| 5Y | +175.3% | +255.0% | -79.7% | -25.5% |
| All | +175.3% | +251.3% | -76.0% | -25.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling