+85.5%
QQQ vs HOOD
+896.9%
-811.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.8% | +3.5% | +0.4% |
| 7D | +6.4% | +3.8% | +2.6% | +5.6% |
| 30D | -7.5% | -26.4% | +18.9% | -2.5% |
| 3M | -4.8% | -14.3% | +9.5% | -3.1% |
| 6M | -2.5% | +3.9% | -6.4% | -4.9% |
| YTD | +12.4% | -28.1% | +40.5% | +15.4% |
| 1Y | +11.3% | -38.8% | +50.1% | +17.2% |
| All | +85.5% | +896.9% | -811.4% | +28.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling