+3.8%
HAL vs QQQI
+57.7%
-53.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.2% |
| 7D | -3.3% | -0.3% | -3.0% | -3.1% |
| 30D | +8.2% | -0.3% | +8.4% | +8.3% |
| 3M | -9.4% | +1.3% | -10.8% | -10.8% |
| 6M | +0.6% | +11.5% | -10.8% | -8.2% |
| YTD | +28.6% | +11.3% | +17.3% | +17.3% |
| 1Y | +63.9% | +16.9% | +47.0% | +42.8% |
| All | +3.8% | +57.7% | -53.9% | -26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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