+77.5%
QQQ vs HOOD
+119.3%
-41.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.3% | +3.1% | -0.4% |
| 7D | +3.6% | -3.8% | +7.4% | +4.4% |
| 30D | -6.7% | -23.0% | +16.2% | -2.0% |
| 3M | -7.0% | -21.6% | +14.6% | -3.5% |
| 6M | -4.7% | +1.4% | -6.1% | -6.9% |
| YTD | +11.1% | -31.2% | +42.2% | +15.2% |
| 1Y | +12.3% | -35.9% | +48.2% | +17.6% |
| 3Y | +83.3% | +836.9% | -753.6% | +1.1% |
| All | +77.5% | +119.3% | -41.8% | +15.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling