+1,160.9%
HUT vs QQQI
+57.7%
+1,103.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.9% | +7.9% | +6.3% |
| 7D | +5.4% | -0.3% | +5.8% | +6.7% |
| 30D | +8.6% | -0.3% | +8.9% | +10.0% |
| 3M | -15.2% | +1.3% | -16.6% | -18.6% |
| 6M | +92.9% | +11.5% | +81.4% | +47.5% |
| YTD | +114.6% | +11.3% | +103.3% | +68.8% |
| 1Y | +208.5% | +16.9% | +191.6% | +123.3% |
| All | +1,160.9% | +57.7% | +1,103.2% | +548.7% |
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