+102.1%
QQQ vs HOOD
+221.3%
-119.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +0.5% |
| 7D | +0.4% | +17.1% | -16.8% | -2.4% |
| 30D | +0.2% | +31.6% | -31.4% | -4.6% |
| 3M | -2.8% | +38.2% | -41.1% | -8.6% |
| 6M | +18.0% | +48.5% | -30.5% | +8.7% |
| YTD | +17.3% | +8.0% | +9.3% | +12.9% |
| 1Y | +25.6% | +18.7% | +6.9% | +17.6% |
| 3Y | +93.7% | +999.1% | -905.4% | +22.8% |
| 5Y | +94.2% | +181.7% | -87.5% | +21.8% |
| All | +102.1% | +221.3% | -119.2% | +26.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling