+5.2%
HON vs QQQI
+57.7%
-52.5%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.4% |
| 7D | -3.5% | -0.3% | -3.1% | -3.3% |
| 30D | -13.8% | -0.3% | -13.5% | -13.6% |
| 3M | -11.7% | +1.3% | -13.0% | -12.6% |
| 6M | -18.7% | +11.5% | -30.2% | -23.8% |
| YTD | +0.2% | +11.3% | -11.0% | -6.0% |
| 1Y | -3.1% | +16.9% | -19.9% | -11.9% |
| All | +5.2% | +57.7% | -52.5% | -18.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling