+318.5%
HWM vs QQQI
+57.7%
+260.8%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.7% |
| 7D | -8.0% | +0.8% | -8.9% | -8.7% |
| 30D | -18.0% | +0.2% | -18.2% | -18.2% |
| 3M | -9.5% | +2.3% | -11.8% | -12.0% |
| 6M | -8.4% | +11.6% | -20.0% | -19.0% |
| YTD | +13.6% | +11.3% | +2.3% | +0.4% |
| 1Y | +30.2% | +17.4% | +12.8% | +8.5% |
| All | +318.5% | +57.7% | +260.8% | +164.5% |
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