+237.0%
HOOD vs SOXQ
+278.5%
-41.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.3% | -5.2% | -5.0% |
| 7D | +13.4% | +5.3% | +8.1% | +8.3% |
| 30D | +25.8% | -3.7% | +29.5% | +29.5% |
| 3M | +38.0% | -7.8% | +45.8% | +41.5% |
| 6M | +52.2% | +58.4% | -6.2% | -9.9% |
| YTD | +3.7% | +68.1% | -64.4% | -42.3% |
| 1Y | +0.1% | +105.4% | -105.3% | -53.6% |
| 3Y | +992.6% | +239.2% | +753.3% | +208.7% |
| 5Y | +193.0% | +266.9% | -73.9% | -30.8% |
| All | +237.0% | +278.5% | -41.5% | -26.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling