+310.1%
HWM vs QQQI
+56.3%
+253.8%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -1.2% |
| 7D | -12.5% | -1.0% | -11.5% | -11.6% |
| 30D | -19.0% | -0.6% | -18.4% | -18.6% |
| 3M | -8.6% | +3.4% | -12.0% | -12.1% |
| 6M | -10.2% | +10.6% | -20.8% | -19.9% |
| YTD | +11.3% | +10.3% | +1.0% | -0.7% |
| 1Y | +24.3% | +16.3% | +7.9% | +4.5% |
| All | +310.1% | +56.3% | +253.8% | +161.4% |
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