+99.3%
QQQ vs HOOD
+198.2%
-99.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.6% | -0.8% |
| 7D | -1.3% | -9.1% | +7.9% | +0.2% |
| 30D | -1.4% | +20.1% | -21.4% | -4.7% |
| 3M | +2.3% | +31.2% | -29.0% | -3.0% |
| 6M | +16.9% | +44.3% | -27.4% | +8.1% |
| YTD | +15.6% | +0.2% | +15.4% | +12.6% |
| 1Y | +22.6% | -3.5% | +26.1% | +19.0% |
| 3Y | +93.5% | +955.2% | -861.7% | +23.5% |
| 5Y | +93.9% | +175.3% | -81.4% | +23.1% |
| All | +99.3% | +198.2% | -99.0% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HOOD.
Daily Out/Under-Performance
Portfolio return minus HOOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HOOD 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 HOOD 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