-63.9%
HUBS vs QQQI
+57.7%
-121.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | 0.0% |
| 7D | -9.0% | -0.3% | -8.6% | -8.7% |
| 30D | +7.2% | -0.3% | +7.5% | +7.6% |
| 3M | +20.9% | +1.3% | +19.5% | +18.2% |
| 6M | -13.0% | +11.5% | -24.5% | -24.4% |
| YTD | -43.8% | +11.3% | -55.1% | -51.1% |
| 1Y | -54.6% | +16.9% | -71.5% | -62.8% |
| All | -63.9% | +57.7% | -121.6% | -78.2% |
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